KWAG
ISD

Kiely Wealth Advisory Group’s PGIM High Yield Bond Fund ISD Stock Holding History

Kiely Wealth Advisory Group’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 		$5.23K Hold
371
– – ﹤0.01% 247
2024
Q3 		$5.2K Hold
371
– – ﹤0.01% 246
2024
Q2 		$4.98K Buy
+371
New +$4.69K ﹤0.01% 230

Other funds holding ISD

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Kiely Wealth Advisory Group's ISD Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its PGIM High Yield Bond Fund (ISD) position steady in Q4 2024 at 371 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Kiely Wealth Advisory Group first reported a position in ISD in Q2 2024 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold ISD as of Q4 2024.

  • Kiely Wealth Advisory Group held 371 shares of PGIM High Yield Bond Fund worth $5.23K as of Q4 2024.
  • Kiely Wealth Advisory Group left its PGIM High Yield Bond Fund share count unchanged in Q4 2024.
  • PGIM High Yield Bond Fund made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #247 holding.
  • Kiely Wealth Advisory Group first reported a position in PGIM High Yield Bond Fund in Q2 2024 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.