DJYG
ISD

David J. Yvars Group’s PGIM High Yield Bond Fund ISD Stock Holding History

David J. Yvars Group’s Portfolio ISD Stock Details ISD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150K Buy
11,451
+207
+2% +$2.71K 0.07% 103
2026
Q1 		$148K Buy
11,244
+166
+1% +$2.36K 0.08% 90
2025
Q4 		$160K Buy
11,078
+180
+2% +$2.6K 0.09% 89
2025
Q3 		$157K Buy
+10,898
New +$157K 0.08% 91

Other funds holding ISD

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

David J. Yvars Group's ISD Position: Q2 2026 in Review

David J. Yvars Group increased its PGIM High Yield Bond Fund (ISD) stake by 1.8% in Q2 2026, buying an estimated $2.71K and bringing the position to 11,451 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #103.

David J. Yvars Group first reported a position in ISD in Q3 2025 and has held it in 4 quarters since. The position peaked at $160K in Q4 2025. 10 funds tracked by Wall St. Rank hold ISD as of Q2 2026.

  • David J. Yvars Group held 11,451 shares of PGIM High Yield Bond Fund worth $150K as of Q2 2026.
  • David J. Yvars Group bought 207 PGIM High Yield Bond Fund shares in Q2 2026, an estimated $2.71K.
  • PGIM High Yield Bond Fund made up 0.07% of David J. Yvars Group's portfolio in Q2 2026, its #103 holding.
  • David J. Yvars Group first reported a position in PGIM High Yield Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • David J. Yvars Group's PGIM High Yield Bond Fund position peaked at $160K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.