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

Future Financial 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 Q2	$213K	Hold	17,000	–	–	0.13%	117
2026 Q1	$227K	Hold	17,000	–	–	0.15%	110
2025 Q4	$246K	Sell	17,000 -1,000	-6%	-$14.5K	0.17%	103
2025 Q3	$259K	Buy	18,000 +2,000	+13%	+$28.8K	0.16%	100
2025 Q2	$227K	Hold	16,000	–	–	0.15%	104
2025 Q1	$228K	Hold	16,000	–	–	0.17%	103
2024 Q4	$219K	Hold	16,000	–	–	0.16%	100
2024 Q3	$223K	Hold	16,000	–	–	0.16%	106
2024 Q2	$206K	Buy	16,000 +3,200	+25%	+$40.5K	0.18%	107
2024 Q1	$166K	Hold	12,800	–	–	0.13%	130
2023 Q4	$158K	Buy	12,800 +200	+2%	+$2.36K	0.16%	105
2023 Q3	$148K	Hold	12,600	–	–	0.16%	99
2023 Q2	$156K	Hold	12,600	–	–	0.16%	108
2023 Q1	$155K	Sell	12,600 -4,000	-24%	-$49.8K	0.17%	104
2022 Q4	$197K	Hold	16,600	–	–	0.22%	102
2022 Q3	$204K	Hold	16,600	–	–	0.24%	108
2022 Q2	$238K	Hold	16,600	–	–	0.23%	108
2022 Q1	$238K	Sell	16,600 -1,000	-6%	-$15K	0.2%	108
2021 Q4	$283K	Buy	17,600 +2,000	+13%	+$32.3K	0.23%	98
2021 Q3	$254K	Hold	15,600	–	–	0.26%	98
2021 Q2	$254K	Hold	15,600	–	–	0.26%	98
2021 Q1	$244K	Hold	15,600	–	–	0.28%	91
2020 Q4	$234K	Buy	+15,600	New	+$224K	0.27%	100

Other funds holding ISD

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Future Financial Wealth Management's ISD Position: Q2 2026 in Review

Future Financial Wealth Management held its PGIM High Yield Bond Fund (ISD) position steady in Q2 2026 at 17,000 shares worth $213K. The position accounts for 0.13% of the portfolio, ranked #117.

Future Financial Wealth Management first reported a position in ISD in Q4 2020 and has held it in 23 quarters since. The position peaked at $283K in Q4 2021. 73 funds tracked by Wall St. Rank hold ISD as of Q2 2026.

Future Financial Wealth Management held 17,000 shares of PGIM High Yield Bond Fund worth $213K as of Q2 2026.
Future Financial Wealth Management left its PGIM High Yield Bond Fund share count unchanged in Q2 2026.
PGIM High Yield Bond Fund made up 0.13% of Future Financial Wealth Management's portfolio in Q2 2026, its #117 holding.
Future Financial Wealth Management first reported a position in PGIM High Yield Bond Fund in Q4 2020 and has held it in 23 quarters since.
Future Financial Wealth Management's PGIM High Yield Bond Fund position peaked at $283K in Q4 2021.
73 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.