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Mallini Complete Financial Planning LLC → ISD
Mallini Complete Financial Planning LLC ISD Position History
PGIM High Yield Bond Fund, Inc. • Financial Services
Quarters held
5
Latest value
$205K
Q3 2026
Peak value
$316K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $290K |
| Q4 2025 | $316K |
| Q1 2026 | $295K |
| Q2 2026 | $305K |
| Q3 2026 | $205K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $205K | 17.5K | — | — |
| Q2 2026 | $305K | 23.3K | — | — |
| Q1 2026 | $295K | 22.4K | — | — |
| Q4 2025 | $316K | 21.9K | — | — |
| Q3 2025 | $290K | 20.2K | — | — |
Other funds holding ISD
$11.5M
$10.8M
$10.5M
$10.5M
$10.3M
Other Mallini Complete Financial Planning LLC positions
VGES
$48MVANGUARD TOTAL STOCK MARKET ETF
VGES
$46.8MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$43.5MVANGUARD TOTAL STOCK MARKET ETF
VGES
$43.1MVANGUARD TOTAL STOCK MARKET ETF
VGES
$43MVANGUARD TOTAL STOCK MARKET ETF
VGES
$25.4MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.8MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.6MVANGUARD TOTAL BOND MARKET ETF