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Independent Financial Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Independent Financial 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
2026
Q2 		$6.77M Buy
67,112
+16,921
+34% +$1.7M 0.13% 154
2026
Q1 		$5.05M Buy
50,191
+468
+0.9% +$47K 0.11% 174
2025
Q4 		$4.99M Buy
49,723
+3,623
+8% +$364K 0.11% 172
2025
Q3 		$4.64M Buy
46,100
+829
+2% +$83.3K 0.11% 167
2025
Q2 		$4.55M Buy
45,271
+236
+0.5% +$23.7K 0.13% 155
2025
Q1 		$4.53M Buy
45,035
+7,788
+21% +$783K 0.16% 132
2024
Q4 		$3.74M Buy
37,247
+4,478
+14% +$450K 0.12% 155
2024
Q3 		$3.3M Buy
32,769
+3,694
+13% +$371K 0.12% 166
2024
Q2 		$2.93M Sell
29,075
-1,285
-4% -$129K 0.12% 166
2024
Q1 		$3.05M Buy
30,360
+2,087
+7% +$209K 0.14% 144
2023
Q4 		$2.82M Buy
28,273
+7,768
+38% +$776K 0.15% 148
2023
Q3 		$2.05M Buy
20,505
+4,611
+29% +$460K 0.13% 176
2023
Q2 		$1.59M Buy
15,894
+1,654
+12% +$164K 0.11% 206
2023
Q1 		$1.41M Buy
14,240
+6,562
+85% +$651K 0.11% 207
2022
Q4 		$757K Sell
7,678
-952
-11% -$93.9K 0.07% 318
2022
Q3 		$853K Sell
8,630
-1,520
-15% -$151K 0.08% 254
2022
Q2 		$1.01M Buy
10,150
+2,057
+25% +$205K 0.11% 223
2022
Q1 		$811K Buy
8,093
+351
+5% +$35.4K 0.07% 306
2021
Q4 		$786K Buy
7,742
+5,385
+228% +$548K 0.07% 311
2021
Q3 		$240K Sell
2,357
-979
-29% -$99.8K 0.02% 610
2021
Q2 		$340K Buy
3,336
+1
+0% +$102 0.04% 493
2021
Q1 		$340K Sell
3,335
-158
-5% -$16.1K 0.04% 432
2020
Q4 		$356K Buy
3,493
+1,196
+52% +$122K 0.05% 380
2020
Q3 		$234K Sell
2,297
-238
-9% -$24.2K 0.04% 409
2020
Q2 		$258K Buy
+2,535
New +$255K 0.06% 353

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Independent Financial Group's MINT Position: Q2 2026 in Review

Independent Financial Group increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 34% in Q2 2026, buying an estimated $1.7M and bringing the position to 67,112 shares worth $6.77M. The position accounts for 0.13% of the portfolio, ranked #154.

Independent Financial Group first reported a position in MINT in Q2 2020 and has held it in 25 quarters since. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • Independent Financial Group held 67,112 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $6.77M as of Q2 2026.
  • Independent Financial Group bought 16,921 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.7M.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.13% of Independent Financial Group's portfolio in Q2 2026, its #154 holding.
  • Independent Financial Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2020 and has held it in 25 quarters since.
  • 757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.