| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| PPGIM High Yield R6PHYQX | 30.75% | 30.73% | $47.0M | 9.8M | $46.7M | 9.8M | 00.00% | Unchanged | |
| JJPM Income FundJMSIX | 18.24% | 18.39% | $27.9M | 3.3M | $27.9M | 3.3M | 00.00% | Unchanged | |
![]() | 17.81% | 17.61% | $27.2M | 1.5M | $26.8M | 1.5M | 00.00% | Unchanged | |
| GGLOBAL X FDSPFFD | 16.41% | 16.25% | $25.1M | 1.3M | $24.7M | 1.3M | 00.00% | Unchanged | |
![]() | 15.6% | 15.85% | $23.8M | 780,643 | $24.1M | 780,643 | 00.00% | Unchanged | |
| IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY | 1.18% | 1.18% | $1.8M | 48,550 | $1.8M | 48,550 | 00.00% | Unchanged |