IPAM
ISD

Investment Partners Asset Management’s PGIM High Yield Bond Fund ISD Stock Holding History

Investment Partners Asset 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
2026
Q2 		$459K Hold
35,133
– – 0.26% 102
2026
Q1 		$462K Sell
35,133
-47
-0.1% -$667 0.29% 99
2025
Q4 		$509K Sell
35,180
-320
-0.9% -$4.62K 0.32% 86
2025
Q3 		$510K Sell
35,500
-190
-0.5% -$2.74K 0.34% 94
2025
Q2 		$506K Buy
35,690
+685
+2% +$9.31K 0.35% 88
2025
Q1 		$499K Sell
35,005
-95
-0.3% -$1.33K 0.39% 79
2024
Q4 		$480K Hold
35,100
– – 0.38% 80
2024
Q3 		$489K Hold
35,100
– – 0.4% 78
2024
Q2 		$452K Hold
35,100
– – 0.4% 77
2024
Q1 		$456K Buy
35,100
+1,322
+4% +$16.9K 0.41% 77
2023
Q4 		$416K Buy
+33,778
New +$398K 0.41% 76

Other funds holding ISD

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Investment Partners Asset Management's ISD Position: Q2 2026 in Review

Investment Partners Asset Management held its PGIM High Yield Bond Fund (ISD) position steady in Q2 2026 at 35,133 shares worth $459K. The position accounts for 0.26% of the portfolio, ranked #102.

Investment Partners Asset Management first reported a position in ISD in Q4 2023 and has held it in 11 quarters since. The position peaked at $510K in Q3 2025. 16 funds tracked by Wall St. Rank hold ISD as of Q2 2026.

  • Investment Partners Asset Management held 35,133 shares of PGIM High Yield Bond Fund worth $459K as of Q2 2026.
  • Investment Partners Asset Management left its PGIM High Yield Bond Fund share count unchanged in Q2 2026.
  • PGIM High Yield Bond Fund made up 0.26% of Investment Partners Asset Management's portfolio in Q2 2026, its #102 holding.
  • Investment Partners Asset Management first reported a position in PGIM High Yield Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's PGIM High Yield Bond Fund position peaked at $510K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.