PFG
ISD

Piershale Financial Group’s PGIM High Yield Bond Fund ISD Stock Holding History

Piershale Financial Group’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
2023
Q2 		$25.7K Buy
2,069
+52
+3% +$641 0.02% 64
2023
Q1 		$24.6K Buy
2,017
+17
+0.9% +$212 0.02% 60
2022
Q4 		$23.7K Buy
+2,000
New +$24.1K 0.02% 58

Other funds holding ISD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Piershale Financial Group's ISD Position: Q2 2023 in Review

Piershale Financial Group increased its PGIM High Yield Bond Fund (ISD) stake by 2.6% in Q2 2023, buying an estimated $641 and bringing the position to 2,069 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #64.

Piershale Financial Group first reported a position in ISD in Q4 2022 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold ISD as of Q2 2023.

  • Piershale Financial Group held 2,069 shares of PGIM High Yield Bond Fund worth $25.7K as of Q2 2023.
  • Piershale Financial Group bought 52 PGIM High Yield Bond Fund shares in Q2 2023, an estimated $641.
  • PGIM High Yield Bond Fund made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #64 holding.
  • Piershale Financial Group first reported a position in PGIM High Yield Bond Fund in Q4 2022 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.