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TFC Financial Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

TFC Financial Management’s Portfolio PHYL Stock Details PHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-750
Closed -$25K – 556
2022
Q3 		$25K Buy
+750
New +$26.1K 0.01% 241

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return

TFC Financial Management's PHYL Position: Q4 2022 in Review

TFC Financial Management sold out of PGIM Active High Yield Bond ETF (PHYL) in Q4 2022, closing a stake of 750 shares — an estimated $25K sold.

TFC Financial Management first reported a position in PHYL in Q3 2022 and held it in 1 quarter. The position peaked at $25K in Q3 2022. 18 funds tracked by Wall St. Rank hold PHYL as of Q4 2022.

  • TFC Financial Management reported no remaining PGIM Active High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • TFC Financial Management sold 750 PGIM Active High Yield Bond ETF shares in Q4 2022, an estimated $25K.
  • TFC Financial Management first reported a position in PGIM Active High Yield Bond ETF in Q3 2022 and held it in 1 quarter.
  • TFC Financial Management's PGIM Active High Yield Bond ETF position peaked at $25K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q4 2022.

Based on TFC Financial Management's 13F filing for Q4 2022, filed 13 Feb 2023.