Melfa Wealth Management’s PGIM High Yield Bond Fund ISD Stock Holding History

Melfa Wealth Management’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	$210K	Buy	+16,084	New	+$211K	0.11%	162

Other funds holding ISD

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 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

Melfa Wealth Management's ISD Position: Q2 2026 in Review

Melfa Wealth Management opened a new position in PGIM High Yield Bond Fund (ISD) in Q2 2026: 16,084 shares worth $210K. The stake represents 0.11% of the portfolio and ranks #162 among its holdings.

72 funds tracked by Wall St. Rank hold ISD as of Q2 2026.

Melfa Wealth Management held 16,084 shares of PGIM High Yield Bond Fund worth $210K as of Q2 2026.
PGIM High Yield Bond Fund was a new Melfa Wealth Management position in Q2 2026.
PGIM High Yield Bond Fund made up 0.11% of Melfa Wealth Management's portfolio in Q2 2026, its #162 holding.
72 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.