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 Q2	$2.26M	Buy	138,168 +24,591	+22%	+$395K	0.7%	41
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Thomas J. Herzfeld Advisors's SDHY Position: Q2 2026 in Review

Thomas J. Herzfeld Advisors increased its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 22% in Q2 2026, buying an estimated $395K and bringing the position to 138,168 shares worth $2.26M. The position accounts for 0.7% of the portfolio, ranked #41.

Thomas J. Herzfeld Advisors first reported a position in SDHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.43M in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHY as of Q2 2026.

Thomas J. Herzfeld Advisors held 138,168 shares of PGIM Short Duration High Yield Opportunities Fund worth $2.26M as of Q2 2026.
Thomas J. Herzfeld Advisors bought 24,591 PGIM Short Duration High Yield Opportunities Fund shares in Q2 2026, an estimated $395K.
PGIM Short Duration High Yield Opportunities Fund made up 0.7% of Thomas J. Herzfeld Advisors's portfolio in Q2 2026, its #41 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 7 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 Q2 2026.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.