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 Q3	–	Sell	-17,000	Closed	-$213K	–	136
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%	+$40.4K	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 $4.07B AUM 38.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Future Financial Wealth Management's ISD Position: Q3 2026 in Review

Future Financial Wealth Management sold out of PGIM High Yield Bond Fund (ISD) in Q3 2026, closing a stake of 17,000 shares — an estimated $213K sold.

Future Financial Wealth Management first reported a position in ISD in Q4 2020 and held it in 23 quarters. The position peaked at $283K in Q4 2021. 58 funds tracked by Wall St. Rank hold ISD as of Q3 2026.

Future Financial Wealth Management reported no remaining PGIM High Yield Bond Fund position as of Q3 2026 after selling out during the quarter.
Future Financial Wealth Management sold 17,000 PGIM High Yield Bond Fund shares in Q3 2026, an estimated $213K.
Future Financial Wealth Management first reported a position in PGIM High Yield Bond Fund in Q4 2020 and held it in 23 quarters.
Future Financial Wealth Management's PGIM High Yield Bond Fund position peaked at $283K in Q4 2021.
58 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.