KW
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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
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

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

KWB Wealth's PHYL Position: Q2 2026 in Review

KWB Wealth opened a new position in PGIM Active High Yield Bond ETF (PHYL) in Q2 2026: 21,321 shares worth $744K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings. This is a return to the name: KWB Wealth previously reported a position in PHYL as recently as Q2 2025.

KWB Wealth first reported a position in PHYL in Q2 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • KWB Wealth held 21,321 shares of PGIM Active High Yield Bond ETF worth $744K as of Q2 2026.
  • PGIM Active High Yield Bond ETF was a new KWB Wealth position in Q2 2026.
  • PGIM Active High Yield Bond ETF made up 0.06% of KWB Wealth's portfolio in Q2 2026, its #96 holding.
  • KWB Wealth first reported a position in PGIM Active High Yield Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.