Cottonwood Capital Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-43,872
Closed -$1.59M 128
2023
Q4
$1.59M Buy
43,872
+13,105
+43% +$476K 1.31% 20
2023
Q3
$1.07M Buy
30,767
+20,549
+201% +$713K 1% 26
2023
Q2
$361K Buy
+10,218
New +$361K 0.33% 64