DJYG
ISD icon

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
Q3 		$137K Buy
11,681
+230
+2% +$2.85K 0.06% 104
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

SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

David J. Yvars Group's ISD Position: Q3 2026 in Review

David J. Yvars Group increased its PGIM High Yield Bond Fund (ISD) stake by 2% in Q3 2026, buying an estimated $2.85K and bringing the position to 11,681 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #104.

David J. Yvars Group first reported a position in ISD in Q3 2025 and has held it in 5 quarters since. The position peaked at $160K in Q4 2025. 12 funds tracked by Wall St. Rank hold ISD as of Q3 2026.

  • David J. Yvars Group held 11,681 shares of PGIM High Yield Bond Fund worth $137K as of Q3 2026.
  • David J. Yvars Group bought 230 PGIM High Yield Bond Fund shares in Q3 2026, an estimated $2.85K.
  • PGIM High Yield Bond Fund made up 0.06% of David J. Yvars Group's portfolio in Q3 2026, its #104 holding.
  • David J. Yvars Group first reported a position in PGIM High Yield Bond Fund in Q3 2025 and has held it in 5 quarters since.
  • David J. Yvars Group's PGIM High Yield Bond Fund position peaked at $160K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.