Seven Mile Advisory’s Pioneer Floating Rate Fund PHD Stock Holding History

Seven Mile Advisory’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	-22,139	Closed	-$221K	–	304
2025 Q3	$221K	Buy	+22,139	New	+$219K	0.04%	264

Other funds holding PHD

HNB

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

Seven Mile Advisory's PHD Position: Q4 2025 in Review

Seven Mile Advisory sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 22,139 shares — an estimated $221K sold.

Seven Mile Advisory first reported a position in PHD in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

Seven Mile Advisory reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
Seven Mile Advisory sold 22,139 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $221K.
Seven Mile Advisory first reported a position in Pioneer Floating Rate Fund in Q3 2025 and held it in 1 quarter.
Seven Mile Advisory's Pioneer Floating Rate Fund position peaked at $221K in Q3 2025.
0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.