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

Noble Wealth Management PBC’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	-98,700	Closed	-$983K	–	606
2025 Q3	$983K	Buy	+98,700	New	+$977K	0.52%	54
2025 Q1	$8.52K	Buy	+900	New	+$8.64K	0.01%	400

Other funds holding PHD

HNB

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

Noble Wealth Management PBC's PHD Position: Q4 2025 in Review

Noble Wealth Management PBC sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 98,700 shares — an estimated $983K sold.

Noble Wealth Management PBC first reported a position in PHD in Q1 2025 and held it in 2 quarters. The position peaked at $983K in Q3 2025. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

Noble Wealth Management PBC reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
Noble Wealth Management PBC sold 98,700 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $983K.
Noble Wealth Management PBC first reported a position in Pioneer Floating Rate Fund in Q1 2025 and held it in 2 quarters.
Noble Wealth Management PBC's Pioneer Floating Rate Fund position peaked at $983K in Q3 2025.
0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

Based on Noble Wealth Management PBC's 13F filing for Q4 2025, filed 5 Jan 2026.