GJWM
ISD

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

Gilliland Jeter 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
2024
Q4 		– Sell
-779
Closed -$10.9K – 402
2024
Q3 		$10.9K Hold
779
– – ﹤0.01% 446
2024
Q2 		$10K Hold
779
– – ﹤0.01% 445
2024
Q1 		$10.1K Buy
+779
New +$9.94K ﹤0.01% 434

Other funds holding ISD

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Gilliland Jeter Wealth Management's ISD Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of PGIM High Yield Bond Fund (ISD) in Q4 2024, closing a stake of 779 shares — an estimated $10.9K sold.

Gilliland Jeter Wealth Management first reported a position in ISD in Q1 2024 and held it in 3 quarters. The position peaked at $10.9K in Q3 2024. 68 funds tracked by Wall St. Rank hold ISD as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining PGIM High Yield Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 779 PGIM High Yield Bond Fund shares in Q4 2024, an estimated $10.9K.
  • Gilliland Jeter Wealth Management first reported a position in PGIM High Yield Bond Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's PGIM High Yield Bond Fund position peaked at $10.9K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.