MWM
ISD
Modern Wealth Management’s PGIM High Yield Bond Fund ISD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Sell |
42,586
-439
| -1% | -$6.22K | 0.02% | 438 |
|
|
2025
Q1 | $613K | Buy |
43,025
+890
| +2% | +$12.7K | 0.02% | 377 |
|
|
2024
Q4 | $576K | Buy |
42,135
+3,702
| +10% | +$50.6K | 0.02% | 335 |
|
|
2024
Q3 | $536K | Sell |
38,433
-276
| -0.7% | -$3.85K | 0.03% | 244 |
|
|
2024
Q2 | $499K | Buy |
+38,709
| New | +$499K | 0.04% | 220 |
|