Bordeaux Wealth Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Bordeaux Wealth Advisors’s Portfolio MINO Stock Details MINO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,465	Closed	-$201K	–	164
2024 Q4	$201K	Hold	4,465	–	–	0.03%	154
2024 Q3	$206K	Hold	4,465	–	–	0.04%	155
2024 Q2	$203K	Hold	4,465	–	–	0.04%	135
2024 Q1	$204K	Buy	+4,465	New	+$203K	0.07%	113

Other funds holding MINO

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

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

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bordeaux Wealth Advisors's MINO Position: Q1 2025 in Review

Bordeaux Wealth Advisors sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q1 2025, closing a stake of 4,465 shares — an estimated $201K sold.

Bordeaux Wealth Advisors first reported a position in MINO in Q1 2024 and held it in 4 quarters. The position peaked at $206K in Q3 2024. 90 funds tracked by Wall St. Rank hold MINO as of Q1 2025.

Bordeaux Wealth Advisors reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q1 2025 after selling out during the quarter.
Bordeaux Wealth Advisors sold 4,465 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2025, an estimated $201K.
Bordeaux Wealth Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and held it in 4 quarters.
Bordeaux Wealth Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $206K in Q3 2024.
90 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.