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 $3.86B AUM 48.92% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

David J. Yvars Group University Park, Florida $212M AUM 33.06% 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.

16 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.
16 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.