ISD β€” PGIM HIGH YIELD BOND FUND IN

Ownership history in Marks Group Wealth Management, Inc  Β·  23 quarters on record

AI Ownership Summary

Marks Group Wealth Management, Inc reported PGIM HIGH YIELD BOND FUND IN (ISD) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q1. The latest visible filing shows ISD at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marks Group Wealth Management, Inc's position in PGIM HIGH YIELD BOND FUND IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ISD was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Marks Group Wealth Management, Inc held ISD β€” position size vs. price
% of Fund (quarterly)    ISD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 72,725 β€” 0% 0.10% $1.1M 2026-02-14 (Est.) $14.56
2025 Q3 REDUCED 72,725 -20,806 -22.2% 0.10% $1.0M 2025-11-10 $13.97
2025 Q2 UNCHANGED 93,531 β€” 0% 0.12% $1.3M 2025-07-22 $13.32
2025 Q1 UNCHANGED 93,531 β€” 0% 0.13% $1.3M 2025-05-01 $12.72
2024 Q4 UNCHANGED 93,531 β€” 0% 0.13% $1.3M 2025-01-29 $12.39
2024 Q3 ADDED 93,531 +217 +0.2% 0.12% $1.3M 2024-10-30 $12.34
2024 Q2 ADDED 93,314 +4,050 +4.5% 0.13% $1.2M 2024-08-14 $11.74
2024 Q1 UNCHANGED 89,264 β€” 0% 0.12% $1.2M 2024-04-29 $10.54
2023 Q4 UNCHANGED 89,264 β€” 0% 0.13% $1.1M 2024-02-01 $10.41
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ISD

As of 2026 Q1 β€” sorted by position size

Investment Partners Asset Management, Inc. 0.29% CoreCap Advisors, LLC 3Y 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About Marks Group Wealth Management, Inc and ISD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marks Group Wealth Management, Inc reported owning ISD?

Marks Group Wealth Management, Inc reported ISD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ISD position in Marks Group Wealth Management, Inc's portfolio?

The largest reported portfolio weight for ISD was 0.13% in 2025 Q1.

What is the latest reported ISD position on this page?

The most recent filing on this page is 2025 Q4, when Marks Group Wealth Management, Inc reported 72,725 shares, equal to 0.10% of portfolio, with an estimated market value of $1.1M.

What does the chart on this ISD ownership page compare?

The chart compares Marks Group Wealth Management, Inc's quarterly ISD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Marks Group Wealth Management, Inc Holdings