RFS
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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

RH
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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