Spire Wealth Management’s PGIM High Yield Bond Fund ISD Stock Holding History

Spire Wealth Management’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 Q2	$7.84K	Hold	600	–	–	﹤0.01%	1715
2026 Q1	$7.9K	Hold	600	–	–	﹤0.01%	1702
2025 Q4	$8.68K	Hold	600	–	–	﹤0.01%	1758
2025 Q3	$8.63K	Hold	600	–	–	﹤0.01%	1803
2025 Q2	$8.5K	Hold	600	–	–	﹤0.01%	1774
2025 Q1	$8.55K	Buy	+600	New	+$8.42K	﹤0.01%	1884
2024 Q2	–	Sell	-913	Closed	-$11.9K	–	2307
2024 Q1	$11.9K	Hold	913	–	–	﹤0.01%	1666
2023 Q4	$11.3K	Hold	913	–	–	﹤0.01%	1723
2023 Q3	$10.8K	Hold	913	–	–	﹤0.01%	1709
2023 Q2	$11.3K	Hold	913	–	–	﹤0.01%	1773
2023 Q1	$11.1K	Hold	913	–	–	﹤0.01%	1806
2022 Q4	$11K	Hold	913	–	–	﹤0.01%	1578
2022 Q3	$11K	Hold	913	–	–	﹤0.01%	1538
2022 Q2	$11K	Sell	913 -913	-50%	-$12.2K	﹤0.01%	1881
2022 Q1	$26K	Hold	1,826	–	–	﹤0.01%	1703
2021 Q4	$29K	Hold	1,826	–	–	﹤0.01%	1966
2021 Q3	$30K	Hold	1,826	–	–	﹤0.01%	1687
2021 Q2	$30K	Hold	1,826	–	–	﹤0.01%	1703
2021 Q1	$29K	Buy	+1,826	New	+$28K	﹤0.01%	1978

Other funds holding ISD

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Spire Wealth Management's ISD Position: Q2 2026 in Review

Spire Wealth Management held its PGIM High Yield Bond Fund (ISD) position steady in Q2 2026 at 600 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Spire Wealth Management first reported a position in ISD in Q1 2021 and has held it in 19 quarters since. The position peaked at $30K in Q3 2021. 10 funds tracked by Wall St. Rank hold ISD as of Q2 2026.

Spire Wealth Management held 600 shares of PGIM High Yield Bond Fund worth $7.84K as of Q2 2026.
Spire Wealth Management left its PGIM High Yield Bond Fund share count unchanged in Q2 2026.
PGIM High Yield Bond Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1715 holding.
Spire Wealth Management first reported a position in PGIM High Yield Bond Fund in Q1 2021 and has held it in 19 quarters since.
Spire Wealth Management's PGIM High Yield Bond Fund position peaked at $30K in Q3 2021.
10 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.