Milestone Asset Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Milestone Asset Management’s Portfolio PHYL Stock Details PHYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$372K	Buy	11,136 +305	+3%	+$10.6K	0.06%	192
2026 Q2	$378K	Hold	10,831	–	–	0.06%	206
2026 Q1	$375K	Sell	10,831 -571	-5%	-$20.2K	0.07%	185
2025 Q4	$405K	Sell	11,402 -360	-3%	-$12.8K	0.08%	165
2025 Q3	$420K	Sell	11,762 -2,273	-16%	-$80.7K	0.08%	165
2025 Q2	$498K	Buy	14,035 +1,579	+13%	+$54.7K	0.11%	145
2025 Q1	$434K	Buy	12,456 +280	+2%	+$9.8K	0.09%	154
2024 Q4	$423K	Sell	12,176 -492	-4%	-$17.3K	0.09%	174
2024 Q3	$454K	Buy	+12,668	New	+$444K	0.1%	144

Other funds holding PHYL

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Milestone Asset Management's PHYL Position: Q3 2026 in Review

Milestone Asset Management increased its PGIM Active High Yield Bond ETF (PHYL) stake by 2.8% in Q3 2026, buying an estimated $10.6K and bringing the position to 11,136 shares worth $372K. The position accounts for 0.06% of the portfolio, ranked #192.

Milestone Asset Management first reported a position in PHYL in Q3 2024 and has held it in 9 quarters since. The position peaked at $498K in Q2 2025. 103 funds tracked by Wall St. Rank hold PHYL as of Q3 2026.

Milestone Asset Management held 11,136 shares of PGIM Active High Yield Bond ETF worth $372K as of Q3 2026.
Milestone Asset Management bought 305 PGIM Active High Yield Bond ETF shares in Q3 2026, an estimated $10.6K.
PGIM Active High Yield Bond ETF made up 0.06% of Milestone Asset Management's portfolio in Q3 2026, its #192 holding.
Milestone Asset Management first reported a position in PGIM Active High Yield Bond ETF in Q3 2024 and has held it in 9 quarters since.
Milestone Asset Management's PGIM Active High Yield Bond ETF position peaked at $498K in Q2 2025.
103 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.