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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
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

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return