Richardson Financial Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Sell	38,069 -169	-0.4%	-$7.17K	0.92%	21
2026 Q1	$1.62M	Buy	38,238 +212	+0.6%	+$9.05K	1.01%	18
2025 Q4	$1.63M	Buy	38,026 +4,433	+13%	+$190K	0.53%	21
2025 Q3	$1.45M	Buy	33,593 +723	+2%	+$31.1K	0.9%	21
2025 Q2	$1.41M	Sell	32,870 -1,202	-4%	-$50.9K	0.95%	20
2025 Q1	$1.45M	Sell	34,072 -2,865	-8%	-$123K	1.1%	16
2024 Q4	$1.57M	Buy	36,937 +1,325	+4%	+$56.9K	1.11%	17
2024 Q3	$1.5M	Hold	35,612	–	–	0.95%	20
2024 Q2	$1.5M	Sell	35,612 -1,656	-4%	-$69.7K	1.08%	18
2024 Q1	$1.59M	Buy	37,268 +5,141	+16%	+$218K	1.12%	17
2023 Q4	$1.36M	Buy	+32,127	New	+$1.32M	1.19%	13

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

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

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

Richardson Financial Services reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.44% in Q2 2026, selling an estimated $7.17K and leaving 38,069 shares worth $1.61M. The position accounts for 0.92% of the portfolio, ranked #21.

Richardson Financial Services first reported a position in SHYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q4 2025. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Richardson Financial Services held 38,069 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.61M as of Q2 2026.
Richardson Financial Services sold 169 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.17K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.92% of Richardson Financial Services's portfolio in Q2 2026, its #21 holding.
Richardson Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.63M in Q4 2025.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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