Diversify Wealth Management’s PGIM High Yield Bond Fund ISD Stock Holding History

Diversify Wealth Management’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	$116K	Buy	+10,000	New	+$124K	﹤0.01%	1249

Other funds holding ISD

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

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 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

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management's ISD Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in PGIM High Yield Bond Fund (ISD) in Q3 2026: 10,000 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

14 funds tracked by Wall St. Rank hold ISD as of Q3 2026.

Diversify Wealth Management held 10,000 shares of PGIM High Yield Bond Fund worth $116K as of Q3 2026.
PGIM High Yield Bond Fund was a new Diversify Wealth Management position in Q3 2026.
PGIM High Yield Bond Fund made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1249 holding.
14 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.