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

Independent Solutions 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
Q2 		$7.88M Sell
78,214
-3,002
-4% -$302K 1.03% 22
2026
Q1 		$8.17M Buy
81,216
+45,078
+125% +$4.53M 1.2% 19
2025
Q4 		$3.63M Buy
36,138
+5,860
+19% +$589K 0.67% 50
2025
Q3 		$3.05M Buy
30,278
+4,303
+17% +$432K 0.54% 63
2025
Q2 		$2.61M Buy
25,975
+2,284
+10% +$229K 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 +$518K 0.12% 117

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 Solutions Wealth Management's MINT Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 3.7% in Q2 2026, selling an estimated $302K and leaving 78,214 shares worth $7.88M. The position accounts for 1.03% of the portfolio, ranked #22.

Independent Solutions Wealth Management first reported a position in MINT in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.17M in Q1 2026. 758 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • Independent Solutions Wealth Management held 78,214 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $7.88M as of Q2 2026.
  • Independent Solutions Wealth Management sold 3,002 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $302K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 1.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Independent Solutions Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
  • Independent Solutions Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $8.17M in Q1 2026.
  • 758 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.