Rothschild Investment LLC’s Pioneer Floating Rate Fund PHD Stock Holding History

Rothschild Investment LLC’s Portfolio PHD Stock Details PHD Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$240K	Sell
2025 Q2	$244K	Hold
2025 Q1	$235K	Hold
2024 Q4	$240K	Hold
2024 Q3	$246K	Hold
2024 Q2	$240K	Sell
2024 Q1	$322K	Hold
2023 Q4	$305K	Buy