Heirloom Wealth Management
MINT icon

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

Heirloom 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
Q3 		$9.14M Buy
90,921
+13,712
+18% +$1.38M 1.19% 26
2026
Q2 		$7.78M Buy
77,209
+298
+0.4% +$30K 1.13% 25
2026
Q1 		$7.73M Buy
76,911
+15
+0% +$1.51K 1.39% 24
2025
Q4 		$7.72M Sell
76,896
-3,449
-4% -$347K 1.78% 21
2025
Q3 		$8.09M Buy
80,345
+11,418
+17% +$1.15M 1.95% 17
2025
Q2 		$6.93M Buy
68,927
+1,072
+2% +$108K 1.83% 19
2025
Q1 		$6.83M Buy
67,855
+29,730
+78% +$2.99M 1.96% 18
2024
Q4 		$3.83M Buy
38,125
+35,634
+1,431% +$3.58M 1.15% 22
2024
Q3 		$251K Hold
2,491
– – 0.08% 38
2024
Q2 		$251K Hold
2,491
– – 0.08% 43
2024
Q1 		$250K Buy
+2,491
New +$250K 0.09% 45

Other funds holding MINT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Heirloom Wealth Management's MINT Position: Q3 2026 in Review

Heirloom Wealth Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 18% in Q3 2026, buying an estimated $1.38M and bringing the position to 90,921 shares worth $9.14M. The position accounts for 1.19% of the portfolio, ranked #26.

Heirloom Wealth Management first reported a position in MINT in Q1 2024 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Heirloom Wealth Management held 90,921 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $9.14M as of Q3 2026.
  • Heirloom Wealth Management bought 13,712 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.38M.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 1.19% of Heirloom Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Heirloom Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2024 and has held it in 11 quarters since.
  • 237 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.