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Ishares Tr edeg hig yleld shares owned by Cottonwood Capital Advisors

Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by Cottonwood Capital Advisors from 13F filings

Historical chart of Cottonwood Capital Advisors investment in Ishares Tr edeg hig yleld

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edeg hig yleld held by Cottonwood Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edeg hig yleld by Cottonwood Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 83k 48.06
2024-06-30 $2.4M 51k 46.48
2024-03-31 $1.9M 42k 45.71

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View all positions for Cottonwood Capital Advisors

Top funds holding Ishares Tr edeg hig yleld

Sontag Advisory
State of New Jersey Common Pension Fund D
Captrust Financial Advisors
Assetmark
Envestnet Asset Management
LPL Financial
Kestra Investment Management
Cetera Investment Advisers
Cornerstone Planning Group
TrueNorth
Outlook Wealth Advisors
Arden Trust
Correct Capital Wealth Management
TL Private Wealth
Morgan Stanley

View all funds holding Ishares Tr edeg hig yleld