KWB Wealth
PHYL icon

KWB Wealth’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

KWB Wealth’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
2026
Q3 		$731K Buy
21,855
+534
+3% +$18.5K 0.06% 101
2026
Q2 		$744K Buy
+21,321
New +$748K 0.06% 96
2025
Q3 		– Sell
-6,702
Closed -$233K – 155
2025
Q2 		$233K Buy
+6,702
New +$232K 0.03% 148

Other funds holding PHYL

Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Gainline Financial Partners
Gainline Financial Partners Louisville, Colorado $115M AUM
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
PFW Advisors
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

KWB Wealth's PHYL Position: Q3 2026 in Review

KWB Wealth increased its PGIM Active High Yield Bond ETF (PHYL) stake by 2.5% in Q3 2026, buying an estimated $18.5K and bringing the position to 21,855 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #101.

KWB Wealth first reported a position in PHYL in Q2 2025 and has held it in 3 quarters since. The position peaked at $744K in Q2 2026. 30 funds tracked by Wall St. Rank hold PHYL as of Q3 2026.

  • KWB Wealth held 21,855 shares of PGIM Active High Yield Bond ETF worth $731K as of Q3 2026.
  • KWB Wealth bought 534 PGIM Active High Yield Bond ETF shares in Q3 2026, an estimated $18.5K.
  • PGIM Active High Yield Bond ETF made up 0.06% of KWB Wealth's portfolio in Q3 2026, its #101 holding.
  • KWB Wealth first reported a position in PGIM Active High Yield Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • KWB Wealth's PGIM Active High Yield Bond ETF position peaked at $744K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.