MCFP
ISD

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

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 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. 24 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.
  • 24 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.