Accredited Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Accredited Wealth Management’s Portfolio MINT Stock Details MINT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.1M	Sell	6,424 -3,426	-35%	-$344K	0.82%	29
2025 Q2	$990K	Buy	9,850 +1,901	+24%	+$191K	0.8%	27
2025 Q1	$800K	Buy	7,949 +888	+13%	+$89.3K	0.68%	25
2024 Q4	$711K	Buy	+7,061	New	+$710K	0.62%	34

Other funds holding MINT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Accredited Wealth Management's MINT Position: Q3 2025 in Review

Accredited Wealth Management reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 35% in Q3 2025, selling an estimated $344K and leaving 6,424 shares worth $1.1M. The position accounts for 0.82% of the portfolio, ranked #29.

Accredited Wealth Management first reported a position in MINT in Q4 2024 and has held it in 4 quarters since. 701 funds tracked by Wall St. Rank hold MINT as of Q3 2025.

Accredited Wealth Management held 6,424 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.1M as of Q3 2025.
Accredited Wealth Management sold 3,426 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2025, an estimated $344K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.82% of Accredited Wealth Management's portfolio in Q3 2025, its #29 holding.
Accredited Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2024 and has held it in 4 quarters since.
701 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.