RFS
Richardson Financial Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
32,870
-1,202
| -4% | -$51.5K | 0.95% | 20 |
|
|
2025
Q1 | $1.45M | Sell |
34,072
-2,865
| -8% | -$122K | 1.1% | 16 |
|
|
2024
Q4 | $1.57M | Buy |
36,937
+1,325
| +4% | +$56.5K | 1.11% | 17 |
|
|
2024
Q3 | $1.5M | Hold |
35,612
| – | – | 0.95% | 20 |
|
|
2024
Q2 | $1.5M | Sell |
35,612
-1,656
| -4% | -$69.9K | 1.08% | 18 |
|
|
2024
Q1 | $1.59M | Buy |
37,268
+5,141
| +16% | +$219K | 1.12% | 17 |
|
|
2023
Q4 | $1.36M | Buy |
+32,127
| New | +$1.36M | 1.19% | 13 |
|