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 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%	+$9.82K	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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Milestone Asset Management's PHYL Position: Q2 2026 in Review

Milestone Asset Management held its PGIM Active High Yield Bond ETF (PHYL) position steady in Q2 2026 at 10,831 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #206.

Milestone Asset Management first reported a position in PHYL in Q3 2024 and has held it in 8 quarters since. The position peaked at $498K in Q2 2025. 73 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

Milestone Asset Management held 10,831 shares of PGIM Active High Yield Bond ETF worth $378K as of Q2 2026.
Milestone Asset Management left its PGIM Active High Yield Bond ETF share count unchanged in Q2 2026.
PGIM Active High Yield Bond ETF made up 0.06% of Milestone Asset Management's portfolio in Q2 2026, its #206 holding.
Milestone Asset Management first reported a position in PGIM Active High Yield Bond ETF in Q3 2024 and has held it in 8 quarters since.
Milestone Asset Management's PGIM Active High Yield Bond ETF position peaked at $498K in Q2 2025.
73 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.