Number of Shares
28,330.00
Current Holdings Value*
$2.23 Mil
% of Portfolio
1.71%
Total Estimate Gain
$163,955.98
% of Total Estimate Gain
6.43%

RICHARDSON FINANCIAL SERVICES INC.'s iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, RICHARDSON FINANCIAL SERVICES INC. held 28,330.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $2.23 Mil. This investment constitutes 1.71% of their stock portfolio, and RICHARDSON FINANCIAL SERVICES INC. now holds 0.01% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.

The initial trade took place in 2023Q4. And since then RICHARDSON FINANCIAL SERVICES INC. has made 1 purchases of HYG, at an average price of $74.81, for a total of 34,091.00 shares. In addition, there have been 3 sales at an average price of $77.80 for 5,761.00 shares. Based on historical transaction data and HYG's current price of $79.99, RICHARDSON FINANCIAL SERVICES INC.'s estimated gain on his HYG holdings is $163,955.98, reflecting a 6.43% gain to date.

RICHARDSON FINANCIAL SERVICES INC. HYG ($79.99) Holding Chart

RICHARDSON FINANCIAL SERVICES INC. HYG ($79.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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