SWA
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Sax Wealth Advisors’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Sax Wealth Advisors’s Portfolio PHYL Stock Details PHYL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.23M Buy
62,805
+15,567
+33% +$552K 0.13% 96
2025
Q1 		$1.64M Buy
47,238
+21,484
+83% +$748K 0.12% 97
2024
Q4 		$895K Buy
+25,754
New +$895K 0.07% 129