Cottonwood Capital Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Cottonwood Capital Advisors’s Portfolio HYDB Stock Details HYDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.5M	Buy	138,985 +4,881	+4%	+$228K	3.92%	7
2026 Q1	$6.24M	Buy	134,104 +9,555	+8%	+$451K	4.4%	5
2025 Q4	$5.9M	Buy	124,549 +2,819	+2%	+$133K	4.2%	6
2025 Q3	$5.82M	Buy	121,730 +4,924	+4%	+$234K	4.24%	7
2025 Q2	$5.55M	Buy	116,806 +11,109	+11%	+$516K	3.72%	6
2025 Q1	$4.98M	Buy	105,697 +15,725	+17%	+$744K	3.66%	6
2024 Q4	$4.23M	Buy	89,972 +6,862	+8%	+$326K	3.03%	8
2024 Q3	$3.99M	Buy	83,110 +32,179	+63%	+$1.52M	2.93%	8
2024 Q2	$2.37M	Buy	50,931 +8,746	+21%	+$405K	1.85%	19
2024 Q1	$1.93M	Buy	+42,185	New	+$1.95M	1.53%	20

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Cottonwood Capital Advisors's HYDB Position: Q2 2026 in Review

Cottonwood Capital Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 3.6% in Q2 2026, buying an estimated $228K and bringing the position to 138,985 shares worth $6.5M. The position accounts for 3.92% of the portfolio, ranked #7.

Cottonwood Capital Advisors first reported a position in HYDB in Q1 2024 and has held it in 10 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Cottonwood Capital Advisors held 138,985 shares of iShares High Yield Systematic Bond ETF worth $6.5M as of Q2 2026.
Cottonwood Capital Advisors bought 4,881 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $228K.
iShares High Yield Systematic Bond ETF made up 3.92% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #7 holding.
Cottonwood Capital Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.