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Broadway Wealth Solutions’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Broadway Wealth Solutions’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
2025
Q4 		– Sell
-4,856
Closed -$210K – 99
2025
Q3 		$210K Sell
4,856
-465
-9% -$20K 0.12% 90
2025
Q2 		$230K Hold
5,321
– – 0.14% 87
2025
Q1 		$226K Hold
5,321
– – 0.17% 79
2024
Q4 		$227K Buy
+5,321
New +$229K 0.17% 84

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Broadway Wealth Solutions's SHYG Position: Q4 2025 in Review

Broadway Wealth Solutions sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 4,856 shares — an estimated $210K sold.

Broadway Wealth Solutions first reported a position in SHYG in Q4 2024 and held it in 4 quarters. The position peaked at $230K in Q2 2025. 581 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • Broadway Wealth Solutions reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Broadway Wealth Solutions sold 4,856 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $210K.
  • Broadway Wealth Solutions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Broadway Wealth Solutions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $230K in Q2 2025.
  • 581 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Broadway Wealth Solutions's 13F filing for Q4 2025, filed 29 Jan 2026.