GI
ISD

Gradient Investments’s PGIM High Yield Bond Fund ISD Stock Holding History

Gradient Investments’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
2023
Q2 		– Sell
-1,436
Closed -$17.5K – 1831
2023
Q1 		$17.5K Buy
+1,436
New +$17.9K ﹤0.01% 704
2022
Q4 		– Sell
-1,088
Closed -$13K – 1575
2022
Q3 		$13K Buy
+1,088
New +$13.8K ﹤0.01% 749
2017
Q1 		– Sell
-2,000
Closed -$31K – 792
2016
Q4 		$31K Buy
+2,000
New +$30.8K ﹤0.01% 309

Other funds holding ISD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Gradient Investments's ISD Position: Q2 2023 in Review

Gradient Investments sold out of PGIM High Yield Bond Fund (ISD) in Q2 2023, closing a stake of 1,436 shares — an estimated $17.5K sold.

Gradient Investments first reported a position in ISD in Q4 2016 and held it in 3 quarters. The position peaked at $31K in Q4 2016. 79 funds tracked by Wall St. Rank hold ISD as of Q2 2023.

  • Gradient Investments reported no remaining PGIM High Yield Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 1,436 PGIM High Yield Bond Fund shares in Q2 2023, an estimated $17.5K.
  • Gradient Investments first reported a position in PGIM High Yield Bond Fund in Q4 2016 and held it in 3 quarters.
  • Gradient Investments's PGIM High Yield Bond Fund position peaked at $31K in Q4 2016.
  • 79 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.