EP Wealth Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
|
|||||
|
2025
Q1 | $117K | Sell |
|
|||||
|
2024
Q4 | $119K | Buy |
|
|||||
|
2024
Q3 | $103K | Sell |
|
|||||
|
2024
Q2 | $370K | Buy |
|
|||||
|
2024
Q1 | $119K | Sell |
|
|||||
|
2023
Q4 | $121K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $222K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $526K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $951K | Sell |
|
|||||
|
2020
Q3 | $972K | Sell |
|
|||||
|
2020
Q2 | $2.12M | Sell |
|
|||||
|
2020
Q1 | $2.1M | Buy |
|