Householder Group Estate & Retirement Specialist’s PGIM High Yield Bond Fund ISD Stock Holding History

Householder Group Estate & Retirement Specialist’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	-2,127	Closed	-$29K	–	862
2024 Q3	$29K	Hold	2,127	–	–	0.01%	598
2024 Q2	$27K	Hold	2,127	–	–	0.01%	604
2024 Q1	$27.6K	Hold	2,127	–	–	0.01%	590
2023 Q4	$26K	Sell	2,127 -3,001	-59%	-$35.4K	0.01%	580
2023 Q3	$60.4K	Buy	+5,128	New	+$62.7K	0.02%	405
2023 Q1	$63K	Buy	+5,128	New	+$63.9K	0.02%	395
2022 Q4	–	Sell	-5,128	Closed	-$59K	–	703
2022 Q3	$59K	Buy	+5,128	New	+$64.9K	0.02%	364

Other funds holding ISD

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ISD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PGIM High Yield Bond Fund (ISD) in Q4 2024, closing a stake of 2,127 shares — an estimated $29K sold.

Householder Group Estate & Retirement Specialist first reported a position in ISD in Q3 2022 and held it in 7 quarters. The position peaked at $63K in Q1 2023. 68 funds tracked by Wall St. Rank hold ISD as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining PGIM High Yield Bond Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,127 PGIM High Yield Bond Fund shares in Q4 2024, an estimated $29K.
Householder Group Estate & Retirement Specialist first reported a position in PGIM High Yield Bond Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's PGIM High Yield Bond Fund position peaked at $63K in Q1 2023.
68 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.