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 Q2	$3.15M	Buy	39,400 +772	+2%	+$61.8K	1.79%	9
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 $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Richardson Financial Services's HYG Position: Q2 2026 in Review

Richardson Financial Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2% in Q2 2026, buying an estimated $61.8K and bringing the position to 39,400 shares worth $3.15M. The position accounts for 1.79% of the portfolio, ranked #9.

Richardson Financial Services first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Richardson Financial Services held 39,400 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.15M as of Q2 2026.
Richardson Financial Services bought 772 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $61.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.79% of Richardson Financial Services's portfolio in Q2 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 11 quarters since.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.