HGWM
PHYL icon

Horst & Graben Wealth Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Horst & Graben Wealth Management’s Portfolio PHYL Stock Details PHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,525
Closed -$610K – 180
2025
Q1 		$610K Buy
17,525
+1,083
+7% +$38K 0.11% 92
2024
Q4 		$571K Buy
+16,442
New +$579K 0.1% 88

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Horst & Graben Wealth Management's PHYL Position: Q2 2025 in Review

Horst & Graben Wealth Management sold out of PGIM Active High Yield Bond ETF (PHYL) in Q2 2025, closing a stake of 17,525 shares — an estimated $610K sold.

Horst & Graben Wealth Management first reported a position in PHYL in Q4 2024 and held it in 2 quarters. The position peaked at $610K in Q1 2025. 92 funds tracked by Wall St. Rank hold PHYL as of Q2 2025.

  • Horst & Graben Wealth Management reported no remaining PGIM Active High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 17,525 PGIM Active High Yield Bond ETF shares in Q2 2025, an estimated $610K.
  • Horst & Graben Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Horst & Graben Wealth Management's PGIM Active High Yield Bond ETF position peaked at $610K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2025.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.