Lakeshore Financial Planning’s PGIM Short Duration High Yield ETF PSH Stock Holding History

Lakeshore Financial Planning’s Portfolio PSH Stock Details PSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1,000K	Hold	20,047	–	–	0.32%	28
2026 Q1	$994K	Buy	20,047 +5,937	+42%	+$298K	0.36%	25
2025 Q4	$711K	Buy	14,110 +8,217	+139%	+$415K	0.25%	31
2025 Q3	$299K	Buy	+5,893	New	+$298K	0.11%	54

Other funds holding PSH

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Lakeshore Financial Planning's PSH Position: Q2 2026 in Review

Lakeshore Financial Planning held its PGIM Short Duration High Yield ETF (PSH) position steady in Q2 2026 at 20,047 shares worth $1,000K. The position accounts for 0.32% of the portfolio, ranked #28.

Lakeshore Financial Planning first reported a position in PSH in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold PSH as of Q2 2026.

Lakeshore Financial Planning held 20,047 shares of PGIM Short Duration High Yield ETF worth $1,000K as of Q2 2026.
Lakeshore Financial Planning left its PGIM Short Duration High Yield ETF share count unchanged in Q2 2026.
PGIM Short Duration High Yield ETF made up 0.32% of Lakeshore Financial Planning's portfolio in Q2 2026, its #28 holding.
Lakeshore Financial Planning first reported a position in PGIM Short Duration High Yield ETF in Q3 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held PGIM Short Duration High Yield ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.