Mallini Complete Financial Planning’s PGIM High Yield Bond Fund ISD Stock Holding History

Mallini Complete Financial Planning’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
2026 Q2	$305K	Buy	23,330 +938	+4%	+$12.3K	0.22%	41
2026 Q1	$295K	Buy	22,392 +535	+2%	+$7.6K	0.23%	40
2025 Q4	$316K	Buy	21,857 +1,706	+8%	+$24.7K	0.25%	35
2025 Q3	$290K	Buy	20,151 +215	+1%	+$3.1K	0.24%	41
2025 Q2	$282K	Buy	19,936 +2,440	+14%	+$33.2K	0.36%	36
2025 Q1	$249K	Sell	17,496 -77	-0.4%	-$1.08K	0.24%	44
2024 Q4	$240K	Buy	+17,573	New	+$245K	0.23%	43

Other funds holding ISD

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mallini Complete Financial Planning's ISD Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its PGIM High Yield Bond Fund (ISD) stake by 4.2% in Q2 2026, buying an estimated $12.3K and bringing the position to 23,330 shares worth $305K. The position accounts for 0.22% of the portfolio, ranked #41.

Mallini Complete Financial Planning first reported a position in ISD in Q4 2024 and has held it in 7 quarters since. The position peaked at $316K in Q4 2025. 72 funds tracked by Wall St. Rank hold ISD as of Q2 2026.

Mallini Complete Financial Planning held 23,330 shares of PGIM High Yield Bond Fund worth $305K as of Q2 2026.
Mallini Complete Financial Planning bought 938 PGIM High Yield Bond Fund shares in Q2 2026, an estimated $12.3K.
PGIM High Yield Bond Fund made up 0.22% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #41 holding.
Mallini Complete Financial Planning first reported a position in PGIM High Yield Bond Fund in Q4 2024 and has held it in 7 quarters since.
Mallini Complete Financial Planning's PGIM High Yield Bond Fund position peaked at $316K in Q4 2025.
72 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.