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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Buy
25,975
+2,284
+10% +$230K 0.51% 66
2025
Q1
$2.38M Buy
23,691
+1,679
+8% +$169K 0.53% 61
2024
Q4
$2.21M Buy
22,012
+16,852
+327% +$1.69M 0.48% 61
2024
Q3
$520K Buy
+5,160
New +$520K 0.12% 117