MWM
PHD

Melfa Wealth Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Melfa Wealth Management’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
-19,497
Closed -$194K – 205
2025
Q3 		$194K Hold
19,497
– – 0.11% 169
2025
Q2 		$191K Hold
19,497
– – 0.12% 168
2025
Q1 		$185K Sell
19,497
-1,654
-8% -$15.9K 0.12% 169
2024
Q4 		$205K Hold
21,151
– – 0.14% 164
2024
Q3 		$209K Sell
21,151
-10,184
-33% -$100K 0.14% 163
2024
Q2 		$303K Hold
31,335
– – 0.21% 114
2024
Q1 		$303K Hold
31,335
– – 0.22% 110
2023
Q4 		$287K Buy
31,335
+27
+0.1% +$242 0.27% 83
2023
Q3 		$282K Sell
31,308
-250
-0.8% -$2.24K 0.31% 79
2023
Q2 		$274K Sell
31,558
-1,289
-4% -$11.1K 0.28% 84
2023
Q1 		$286K Hold
32,847
– – 0.29% 83
2022
Q4 		$288K Buy
+32,847
New +$286K 0.3% 85

Other funds holding PHD

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Melfa Wealth Management's PHD Position: Q4 2025 in Review

Melfa Wealth Management sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 19,497 shares — an estimated $194K sold.

Melfa Wealth Management first reported a position in PHD in Q4 2022 and held it in 12 quarters. The position peaked at $303K in Q1 2024. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

  • Melfa Wealth Management reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
  • Melfa Wealth Management sold 19,497 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $194K.
  • Melfa Wealth Management first reported a position in Pioneer Floating Rate Fund in Q4 2022 and held it in 12 quarters.
  • Melfa Wealth Management's Pioneer Floating Rate Fund position peaked at $303K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

Based on Melfa Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.