RICHARDSON FINANCIAL SERVICES INC. SHYG — ISHARES 0-5 YEAR HIGH YIELD CORP ETF

Ownership history in RICHARDSON FINANCIAL SERVICES INC.  ·  9 quarters on record

AI Ownership Summary

RICHARDSON FINANCIAL SERVICES INC. reported ISHARES 0-5 YEAR HIGH YIELD CORP ETF (SHYG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.19% in 2023 Q4. The latest visible filing shows SHYG at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICHARDSON FINANCIAL SERVICES INC.'s position in ISHARES 0-5 YEAR HIGH YIELD CORP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SHYG was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHYG stock page RICHARDSON FINANCIAL SERVICES INC. fund profile RICHARDSON FINANCIAL SERVICES INC. full holdings
How RICHARDSON FINANCIAL SERVICES INC. held SHYG — position size vs. price
% of Fund (quarterly)    SHYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 38,026 +4,433 +13.2% 0.53% $1.6M 2026-02-14 (Est.) $42.34
2025 Q3 ADDED — — — 33,593 +723 +2.2% 0.90% $1.5M 2025-10-28 $41.79
2025 Q2 REDUCED — — — 32,870 -1,202 -3.5% 0.95% $1.4M 2025-07-25 $40.89
2025 Q1 REDUCED 7.8% +3.3% ❌ 34,072 -2,865 -7.8% 1.10% $1.4M 2025-05-06 $39.55
2024 Q4 ADDED — — — 36,937 +1,325 +3.7% 1.11% $1.6M 2025-01-24 $39.58
2024 Q3 UNCHANGED — — — 35,612 — 0% 0.95% $1.5M 2024-10-24 $38.72
2024 Q2 REDUCED — — — 35,612 -1,656 -4.4% 1.08% $1.5M 2024-08-12 $37.71
2024 Q1 ADDED — — — 37,268 +5,141 +16.0% 1.12% $1.6M 2024-05-03 $36.89
2023 Q4 INITIATED — — — 32,127 — — 1.19% $1.4M 2024-03-04 $36.56

🏢 Other funds also holding SHYG

As of 2026 Q1 — sorted by position size

Freestate Advisors LLC 3Y 8.84% FORONJY FINANCIAL LLC 5.06% Alexis Investment Partners, LLC 4.76% Livet Wealth, LLC 4.2% SWEENEY & MICHEL, LLC 4.19% Powers Advisory Group, LLC 3Y 3.53% High Probability Advisors, LLC 2.89% Twelve Points Wealth Management LLC 3Y 2.4% Friedenthal Financial 3Y 7Y 2.3% BlueSky Wealth Advisors, LLC 3Y 7Y 2.28%

FAQ About RICHARDSON FINANCIAL SERVICES INC. and SHYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has RICHARDSON FINANCIAL SERVICES INC. reported owning SHYG?

RICHARDSON FINANCIAL SERVICES INC. reported SHYG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SHYG position in RICHARDSON FINANCIAL SERVICES INC.'s portfolio?

The largest reported portfolio weight for SHYG was 1.19% in 2023 Q4.

What is the latest reported SHYG position on this page?

The most recent filing on this page is 2025 Q4, when RICHARDSON FINANCIAL SERVICES INC. reported 38,026 shares, equal to 0.53% of portfolio, with an estimated market value of $1.6M.

What does the chart on this SHYG ownership page compare?

The chart compares RICHARDSON FINANCIAL SERVICES INC.'s quarterly SHYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RICHARDSON FINANCIAL SERVICES INC. time their SHYG position?

Based on 13F filing dates vs. subsequent SHYG price moves, RICHARDSON FINANCIAL SERVICES INC. correctly timed 3 out of 7 reported position changes (43%).

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