NWMP
PHD

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 – 607
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 $18.1B AUM 24.69% 1-Year Est. Return