BWM
MINT icon

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

Baron 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
2026
Q2 		$349K Sell
3,462
-112
-3% -$11.3K 0.09% 174
2026
Q1 		$359K Sell
3,574
-384
-10% -$38.6K 0.11% 153
2025
Q4 		$397K Buy
3,958
+1,167
+42% +$117K 0.12% 132
2025
Q3 		$281K Sell
2,791
-433
-13% -$43.5K 0.09% 170
2025
Q2 		$324K Sell
3,224
-121
-4% -$12.1K 0.11% 132
2025
Q1 		$337K Sell
3,345
-1,850
-36% -$186K 0.15% 111
2024
Q4 		$521K Sell
5,195
-5,148
-50% -$517K 0.25% 59
2024
Q3 		$1.04M Sell
10,343
-10,133
-49% -$1.02M 0.5% 23
2024
Q2 		$2.06M Sell
20,476
-3,566
-15% -$358K 1.07% 12
2024
Q1 		$2.42M Sell
24,042
-3,208
-12% -$321K 1.28% 12
2023
Q4 		$2.72M Sell
27,250
-23,383
-46% -$2.34M 1.49% 10
2023
Q3 		$5.07M Sell
50,633
-2,224
-4% -$222K 3.24% 6
2023
Q2 		$5.27M Buy
52,857
+21,037
+66% +$2.09M 3.35% 6
2023
Q1 		$3.16M Buy
31,820
+3,659
+13% +$363K 2.24% 7
2022
Q4 		$2.78M Buy
+28,161
New +$2.78M 2.13% 9

Other funds holding MINT

G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return