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BlackDiamond Wealth Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

BlackDiamond Wealth Management’s Portfolio PHYL Stock Details PHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,748
Closed -$234K – 174
2024
Q4 		$234K Buy
6,748
+378
+6% +$13.3K 0.14% 141
2024
Q3 		$224K Buy
+6,370
New +$223K 0.14% 151
2024
Q2 		– Sell
-6,965
Closed -$244K – 158
2024
Q1 		$244K Hold
6,965
– – 0.17% 128
2023
Q4 		$240K Buy
6,965
+499
+8% +$16.7K 0.18% 122
2023
Q3 		$211K Buy
+6,466
New +$220K 0.19% 120

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

BlackDiamond Wealth Management's PHYL Position: Q1 2025 in Review

BlackDiamond Wealth Management sold out of PGIM Active High Yield Bond ETF (PHYL) in Q1 2025, closing a stake of 6,748 shares — an estimated $234K sold.

BlackDiamond Wealth Management first reported a position in PHYL in Q3 2023 and held it in 5 quarters. The position peaked at $244K in Q1 2024. 85 funds tracked by Wall St. Rank hold PHYL as of Q1 2025.

  • BlackDiamond Wealth Management reported no remaining PGIM Active High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 6,748 PGIM Active High Yield Bond ETF shares in Q1 2025, an estimated $234K.
  • BlackDiamond Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q3 2023 and held it in 5 quarters.
  • BlackDiamond Wealth Management's PGIM Active High Yield Bond ETF position peaked at $244K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2025.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.