IA
ISD

Intellus Advisors’s PGIM High Yield Bond Fund ISD Stock Holding History

Intellus Advisors’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 		$236K Buy
17,914
+420
+2% +$5.96K 0.03% 112
2025
Q4 		$253K Buy
17,494
+1,527
+10% +$22.1K 0.03% 115
2025
Q3 		$230K Buy
15,967
+4,325
+37% +$62.3K 0.03% 123
2025
Q2 		$165K Buy
11,642
+734
+7% +$9.98K 0.02% 131
2025
Q1 		$155K Sell
10,908
-589
-5% -$8.27K 0.03% 117
2024
Q4 		$157K Buy
+11,497
New +$160K 0.03% 115

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

Intellus Advisors's ISD Position: Q1 2026 in Review

Intellus Advisors increased its PGIM High Yield Bond Fund (ISD) stake by 2.4% in Q1 2026, buying an estimated $5.96K and bringing the position to 17,914 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #112.

Intellus Advisors first reported a position in ISD in Q4 2024 and has held it in 6 quarters since. The position peaked at $253K in Q4 2025. 68 funds tracked by Wall St. Rank hold ISD as of Q1 2026.

  • Intellus Advisors held 17,914 shares of PGIM High Yield Bond Fund worth $236K as of Q1 2026.
  • Intellus Advisors bought 420 PGIM High Yield Bond Fund shares in Q1 2026, an estimated $5.96K.
  • PGIM High Yield Bond Fund made up 0.03% of Intellus Advisors's portfolio in Q1 2026, its #112 holding.
  • Intellus Advisors first reported a position in PGIM High Yield Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's PGIM High Yield Bond Fund position peaked at $253K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.