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

SteelPeak Wealth’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	$10.5M	Buy	804,218 +9,432	+1%	+$124K	0.27%	80
2026 Q1	$10.5M	Buy	794,786 +55,132	+7%	+$783K	0.32%	78
2025 Q4	$10.8M	Buy	739,654 +22,693	+3%	+$328K	0.35%	64
2025 Q3	$10.3M	Buy	716,961 +58,802	+9%	+$847K	0.34%	67
2025 Q2	$9.33M	Sell	658,159 -39,214	-6%	-$533K	0.36%	70
2025 Q1	$9.94M	Sell	697,373 -1,595	-0.2%	-$22.4K	0.41%	57
2024 Q4	$9.64M	Buy	698,968 +45,878	+7%	+$638K	0.39%	55
2024 Q3	$9.1M	Buy	653,090 +165,394	+34%	+$2.24M	0.4%	58
2024 Q2	$6.28M	Buy	487,696 +263,316	+117%	+$3.33M	0.29%	75
2024 Q1	$2.91M	Buy	+224,380	New	+$2.86M	0.15%	124

Other funds holding ISD

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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

SteelPeak Wealth's ISD Position: Q2 2026 in Review

SteelPeak Wealth increased its PGIM High Yield Bond Fund (ISD) stake by 1.2% in Q2 2026, buying an estimated $124K and bringing the position to 804,218 shares worth $10.5M. The position accounts for 0.27% of the portfolio, ranked #80.

SteelPeak Wealth first reported a position in ISD in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.8M in Q4 2025. 10 funds tracked by Wall St. Rank hold ISD as of Q2 2026.

SteelPeak Wealth held 804,218 shares of PGIM High Yield Bond Fund worth $10.5M as of Q2 2026.
SteelPeak Wealth bought 9,432 PGIM High Yield Bond Fund shares in Q2 2026, an estimated $124K.
PGIM High Yield Bond Fund made up 0.27% of SteelPeak Wealth's portfolio in Q2 2026, its #80 holding.
SteelPeak Wealth first reported a position in PGIM High Yield Bond Fund in Q1 2024 and has held it in 10 quarters since.
SteelPeak Wealth's PGIM High Yield Bond Fund position peaked at $10.8M in Q4 2025.
10 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.