Richardson Financial Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Richardson Financial Services’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	–	Sell	-20	Closed	-$947	–	633
2025 Q4	$947	Buy	20 +1	+5%	+$47	﹤0.01%	570
2025 Q3	$909	Sell	19 -3	-14%	-$142	﹤0.01%	490
2025 Q2	$1.04K	Sell	22 -8	-27%	-$371	﹤0.01%	521
2025 Q1	$1.41K	Sell	30 -3	-9%	-$142	﹤0.01%	491
2024 Q4	$1.55K	Buy	33 +12	+57%	+$570	﹤0.01%	498
2024 Q3	$975	Hold	21	–	–	﹤0.01%	563
2024 Q2	$975	Sell	21 -1	-5%	-$46	﹤0.01%	512
2024 Q1	$1.03K	Buy	+22	New	+$1.02K	﹤0.01%	547

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

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

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

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

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

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

AWM

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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Richardson Financial Services's HYDB Position: Q1 2026 in Review

Richardson Financial Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 20 shares — an estimated $947 sold.

Richardson Financial Services first reported a position in HYDB in Q1 2024 and held it in 8 quarters. The position peaked at $1.55K in Q4 2024. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

Richardson Financial Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
Richardson Financial Services sold 20 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $947.
Richardson Financial Services first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and held it in 8 quarters.
Richardson Financial Services's iShares High Yield Systematic Bond ETF position peaked at $1.55K in Q4 2024.
218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.