SAI
ISD

Savvy Advisors Inc’s PGIM High Yield Bond Fund ISD Stock Holding History

Savvy Advisors Inc’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
2026
Q1 		$971K Sell
73,768
-21,469
-23% -$305K 0.03% 442
2025
Q4 		$1.38M Buy
+95,237
New +$1.38M 0.04% 302

Other funds holding ISD

SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Savvy Advisors Inc's ISD Position: Q1 2026 in Review

Savvy Advisors Inc reduced its PGIM High Yield Bond Fund (ISD) stake by 23% in Q1 2026, selling an estimated $305K and leaving 73,768 shares worth $971K. The position accounts for 0.03% of the portfolio, ranked #442.

Savvy Advisors Inc first reported a position in ISD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.38M in Q4 2025. 68 funds tracked by Wall St. Rank hold ISD as of Q1 2026.

  • Savvy Advisors Inc held 73,768 shares of PGIM High Yield Bond Fund worth $971K as of Q1 2026.
  • Savvy Advisors Inc sold 21,469 PGIM High Yield Bond Fund shares in Q1 2026, an estimated $305K.
  • PGIM High Yield Bond Fund made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #442 holding.
  • Savvy Advisors Inc first reported a position in PGIM High Yield Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's PGIM High Yield Bond Fund position peaked at $1.38M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.