Richardson Financial Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Richardson Financial Services’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.07M	Buy	38,628 +872	+2%	+$70.1K	1.92%	9
2025 Q4	$3.04M	Buy	37,756 +709	+2%	+$57.1K	0.98%	11
2025 Q3	$3.01M	Buy	37,047 +7,635	+26%	+$615K	1.86%	10
2025 Q2	$2.36M	Buy	29,412 +1,082	+4%	+$85.2K	1.58%	12
2025 Q1	$2.23M	Sell	28,330 -985	-3%	-$78.2K	1.7%	9
2024 Q4	$2.31M	Sell	29,315 -1,135	-4%	-$90.1K	1.62%	10
2024 Q3	$2.35M	Hold	30,450	–	–	1.49%	11
2024 Q2	$2.35M	Sell	30,450 -3,641	-11%	-$280K	1.69%	10
2024 Q1	$2.65M	Buy	34,091 +3,250	+11%	+$251K	1.87%	7
2023 Q4	$2.39M	Buy	+30,841	New	+$2.3M	2.09%	7

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Richardson Financial Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.3% in Q1 2026, buying an estimated $70.1K and bringing the position to 38,628 shares worth $3.07M. The position accounts for 1.92% of the portfolio, ranked #9.

Richardson Financial Services first reported a position in HYG in Q4 2023 and has held it in 10 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Richardson Financial Services held 38,628 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.07M as of Q1 2026.
Richardson Financial Services bought 872 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $70.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.92% of Richardson Financial Services's portfolio in Q1 2026, its #9 holding.
Richardson Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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