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Reston Wealth Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Reston Wealth 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
2024
Q4 		– Sell
-171
Closed -$6.11K – 327
2024
Q3 		$6.11K Buy
+171
New +$5.99K ﹤0.01% 292

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
AAA
American Alpha Advisors New York $188M AUM 42.65% 1-Year Est. Return

Reston Wealth Management's PHYL Position: Q4 2024 in Review

Reston Wealth Management sold out of PGIM Active High Yield Bond ETF (PHYL) in Q4 2024, closing a stake of 171 shares — an estimated $6.11K sold.

Reston Wealth Management first reported a position in PHYL in Q3 2024 and held it in 1 quarter. The position peaked at $6.11K in Q3 2024. 74 funds tracked by Wall St. Rank hold PHYL as of Q4 2024.

  • Reston Wealth Management reported no remaining PGIM Active High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 171 PGIM Active High Yield Bond ETF shares in Q4 2024, an estimated $6.11K.
  • Reston Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's PGIM Active High Yield Bond ETF position peaked at $6.11K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.