BHFP
PHYL icon

Blom & Howell Financial Planning’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Blom & Howell Financial Planning’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
2026
Q2 		$1.12M Buy
32,214
+12,260
+61% +$430K 0.94% 22
2026
Q1 		$691K Sell
19,954
-8,511
-30% -$301K 0.68% 24
2025
Q4 		$1.01M Buy
+28,465
New +$1.01M 1% 21

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Blom & Howell Financial Planning's PHYL Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its PGIM Active High Yield Bond ETF (PHYL) stake by 61% in Q2 2026, buying an estimated $430K and bringing the position to 32,214 shares worth $1.12M. The position accounts for 0.94% of the portfolio, ranked #22.

Blom & Howell Financial Planning first reported a position in PHYL in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • Blom & Howell Financial Planning held 32,214 shares of PGIM Active High Yield Bond ETF worth $1.12M as of Q2 2026.
  • Blom & Howell Financial Planning bought 12,260 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $430K.
  • PGIM Active High Yield Bond ETF made up 0.94% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #22 holding.
  • Blom & Howell Financial Planning first reported a position in PGIM Active High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.