Thomas J. Herzfeld Advisors’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio SDHY Stock Details SDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.82M	Sell	113,577 -216,376	-66%	-$3.55M	0.62%	45
2025 Q4	$5.43M	Buy	329,953 +8,607	+3%	+$142K	1.84%	18
2025 Q3	$5.37M	Buy	321,346 +147,784	+85%	+$2.49M	1.84%	18
2025 Q2	$2.92M	Buy	173,562 +8,977	+5%	+$145K	1.04%	29
2025 Q1	$2.71M	Buy	164,585 +26	+0%	+$429	0.92%	32
2024 Q4	$2.65M	Buy	+164,559	New	+$2.72M	0.85%	37

Other funds holding SDHY

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Thomas J. Herzfeld Advisors's SDHY Position: Q1 2026 in Review

Thomas J. Herzfeld Advisors reduced its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 66% in Q1 2026, selling an estimated $3.55M and leaving 113,577 shares worth $1.82M. The position accounts for 0.62% of the portfolio, ranked #45.

Thomas J. Herzfeld Advisors first reported a position in SDHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.43M in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHY as of Q1 2026.

Thomas J. Herzfeld Advisors held 113,577 shares of PGIM Short Duration High Yield Opportunities Fund worth $1.82M as of Q1 2026.
Thomas J. Herzfeld Advisors sold 216,376 PGIM Short Duration High Yield Opportunities Fund shares in Q1 2026, an estimated $3.55M.
PGIM Short Duration High Yield Opportunities Fund made up 0.62% of Thomas J. Herzfeld Advisors's portfolio in Q1 2026, its #45 holding.
Thomas J. Herzfeld Advisors first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
Thomas J. Herzfeld Advisors's PGIM Short Duration High Yield Opportunities Fund position peaked at $5.43M in Q4 2025.
58 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q1 2026.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q1 2026, filed 12 May 2026.