CIBC Private Wealth Group
MINT icon

CIBC Private Wealth Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

CIBC Private Wealth Group’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
Q4 		$12.1M Sell
120,199
-14,707
-11% -$1.48M 0.02% 329
2025
Q3 		$13.6M Sell
134,906
-3,795
-3% -$381K 0.02% 313
2025
Q2 		$13.9M Sell
138,701
-6,043
-4% -$606K 0.02% 314
2025
Q1 		$14.5M Buy
144,744
+98,430
+213% +$9.89M 0.03% 293
2024
Q4 		$4.65M Sell
46,314
-1,740
-4% -$175K 0.01% 433
2024
Q3 		$4.84M Sell
48,054
-828
-2% -$83.2K 0.01% 438
2024
Q2 		$4.91M Buy
48,882
+192
+0.4% +$19.3K 0.01% 404
2024
Q1 		$4.88M Buy
48,690
+44,940
+1,198% +$4.5M 0.01% 411
2023
Q4 		$374K Buy
+3,750
New +$375K ﹤0.01% 869

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return