HGERS
MINT icon

Householder Group Estate & Retirement Specialist’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q1 		– Sell
-212
Closed -$21K – 1301
2023
Q4 		$21K Buy
+212
New +$21.2K 0.01% 637

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MINT Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2024, closing a stake of 212 shares — an estimated $21K sold.

Householder Group Estate & Retirement Specialist first reported a position in MINT in Q4 2023 and held it in 1 quarter. The position peaked at $21K in Q4 2023. 627 funds tracked by Wall St. Rank hold MINT as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 212 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2024, an estimated $21K.
  • Householder Group Estate & Retirement Specialist first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $21K in Q4 2023.
  • 627 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.