WWM
ISD

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

Western Wealth Management’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 		$345K Sell
26,234
-1,759
-6% -$25K 0.01% 752
2025
Q4 		$405K Sell
27,993
-1,063
-4% -$15.4K 0.02% 575
2025
Q3 		$418K Sell
29,056
-1,798
-6% -$25.9K 0.02% 486
2025
Q2 		$437K Sell
30,854
-293
-0.9% -$3.98K 0.03% 446
2025
Q1 		$444K Sell
31,147
-2,033
-6% -$28.5K 0.03% 424
2024
Q4 		$454K Sell
33,180
-2,385
-7% -$33.2K 0.03% 404
2024
Q3 		$496K Sell
35,565
-3,275
-8% -$44.4K 0.03% 468
2024
Q2 		$500K Sell
38,840
-4,584
-11% -$57.9K 0.04% 372
2024
Q1 		$564K Sell
43,424
-3,965
-8% -$50.6K 0.04% 342
2023
Q4 		$584K Sell
47,389
-6,062
-11% -$71.4K 0.04% 372
2023
Q3 		$630K Sell
53,451
-742
-1% -$9.07K 0.05% 332
2023
Q2 		$673K Buy
54,193
+5,580
+11% +$68.8K 0.06% 314
2023
Q1 		$593K Buy
+48,613
New +$605K 0.06% 329
2022
Q4 		– Sell
-13,068
Closed -$150K – 700
2022
Q3 		$150K Buy
+13,068
New +$165K 0.01% 768

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

Western Wealth Management's ISD Position: Q1 2026 in Review

Western Wealth Management reduced its PGIM High Yield Bond Fund (ISD) stake by 6.3% in Q1 2026, selling an estimated $25K and leaving 26,234 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #752.

Western Wealth Management first reported a position in ISD in Q3 2022 and has held it in 14 quarters since. The position peaked at $673K in Q2 2023. 68 funds tracked by Wall St. Rank hold ISD as of Q1 2026.

  • Western Wealth Management held 26,234 shares of PGIM High Yield Bond Fund worth $345K as of Q1 2026.
  • Western Wealth Management sold 1,759 PGIM High Yield Bond Fund shares in Q1 2026, an estimated $25K.
  • PGIM High Yield Bond Fund made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #752 holding.
  • Western Wealth Management first reported a position in PGIM High Yield Bond Fund in Q3 2022 and has held it in 14 quarters since.
  • Western Wealth Management's PGIM High Yield Bond Fund position peaked at $673K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.