FFWM
ISD

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
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

SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Future Financial Wealth Management's ISD Position: Q1 2026 in Review

Future Financial Wealth Management held its PGIM High Yield Bond Fund (ISD) position steady in Q1 2026 at 17,000 shares worth $227K. The position accounts for 0.15% of the portfolio, ranked #110.

Future Financial Wealth Management first reported a position in ISD in Q4 2020 and has held it in 22 quarters since. The position peaked at $283K in Q4 2021. 68 funds tracked by Wall St. Rank hold ISD as of Q1 2026.

  • Future Financial Wealth Management held 17,000 shares of PGIM High Yield Bond Fund worth $227K as of Q1 2026.
  • Future Financial Wealth Management left its PGIM High Yield Bond Fund share count unchanged in Q1 2026.
  • PGIM High Yield Bond Fund made up 0.15% of Future Financial Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Future Financial Wealth Management first reported a position in PGIM High Yield Bond Fund in Q4 2020 and has held it in 22 quarters since.
  • Future Financial Wealth Management's PGIM High Yield Bond Fund position peaked at $283K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.