Highline Wealth Partners’s Pioneer Floating Rate Fund PHD Stock Holding History

Highline Wealth Partners’s Portfolio PHD Stock Details PHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-700	Closed	-$6.97K	–	1140
2025 Q3	$6.97K	Buy	+700	New	+$6.93K	﹤0.01%	486

Other funds holding PHD

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Highline Wealth Partners's PHD Position: Q4 2025 in Review

Highline Wealth Partners sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 700 shares — an estimated $6.97K sold.

Highline Wealth Partners first reported a position in PHD in Q3 2025 and held it in 1 quarter. The position peaked at $6.97K in Q3 2025. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

Highline Wealth Partners reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
Highline Wealth Partners sold 700 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $6.97K.
Highline Wealth Partners first reported a position in Pioneer Floating Rate Fund in Q3 2025 and held it in 1 quarter.
Highline Wealth Partners's Pioneer Floating Rate Fund position peaked at $6.97K in Q3 2025.
0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

Based on Highline Wealth Partners's 13F filing for Q4 2025, filed 15 Jan 2026.