SA
ISD

Strategic Advocates’s PGIM High Yield Bond Fund ISD Stock Holding History

Strategic Advocates’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 		– Sell
-2,177
Closed -$31.7K – 438
2025
Q4 		$31.7K Buy
2,177
+16
+0.7% +$231 0.01% 240
2025
Q3 		$31.1K Buy
+2,161
New +$31.1K 0.01% 237

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

Strategic Advocates's ISD Position: Q1 2026 in Review

Strategic Advocates sold out of PGIM High Yield Bond Fund (ISD) in Q1 2026, closing a stake of 2,177 shares — an estimated $31.7K sold.

Strategic Advocates first reported a position in ISD in Q3 2025 and held it in 2 quarters. The position peaked at $31.7K in Q4 2025. 68 funds tracked by Wall St. Rank hold ISD as of Q1 2026.

  • Strategic Advocates reported no remaining PGIM High Yield Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 2,177 PGIM High Yield Bond Fund shares in Q1 2026, an estimated $31.7K.
  • Strategic Advocates first reported a position in PGIM High Yield Bond Fund in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's PGIM High Yield Bond Fund position peaked at $31.7K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.