LPL Financial’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

LPL Financial’s Portfolio SDHY Stock Details SDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Sell	123,531 -109,783	-47%	-$1.76M	﹤0.01%	3726
2026 Q1	$3.74M	Buy	233,314 +23,214	+11%	+$381K	﹤0.01%	2901
2025 Q4	$3.46M	Buy	210,100 +9,670	+5%	+$160K	﹤0.01%	2877
2025 Q3	$3.35M	Buy	200,430 +87,708	+78%	+$1.47M	﹤0.01%	2834
2025 Q2	$1.9M	Buy	112,722 +13,846	+14%	+$223K	﹤0.01%	3174
2025 Q1	$1.63M	Buy	98,876 +31,377	+46%	+$518K	﹤0.01%	3130
2024 Q4	$1.09M	Buy	67,499 +21,393	+46%	+$354K	﹤0.01%	3427
2024 Q3	$771K	Buy	46,106 +2,951	+7%	+$46.8K	﹤0.01%	3636
2024 Q2	$662K	Buy	43,155 +12,259	+40%	+$186K	﹤0.01%	3617
2024 Q1	$475K	Buy	+30,896	New	+$470K	﹤0.01%	3825

Other funds holding SDHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

LPL Financial's SDHY Position: Q2 2026 in Review

LPL Financial reduced its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 47% in Q2 2026, selling an estimated $1.76M and leaving 123,531 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3726.

LPL Financial first reported a position in SDHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.74M in Q1 2026. 58 funds tracked by Wall St. Rank hold SDHY as of Q2 2026.

LPL Financial held 123,531 shares of PGIM Short Duration High Yield Opportunities Fund worth $2.02M as of Q2 2026.
LPL Financial sold 109,783 PGIM Short Duration High Yield Opportunities Fund shares in Q2 2026, an estimated $1.76M.
PGIM Short Duration High Yield Opportunities Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3726 holding.
LPL Financial first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
LPL Financial's PGIM Short Duration High Yield Opportunities Fund position peaked at $3.74M in Q1 2026.
58 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.