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

Independent Wealth Network’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	$811K	Sell	8,046 -108	-1%	-$10.9K	0.21%	129
2026 Q1	$820K	Sell	8,154 -698	-8%	-$70.2K	0.24%	113
2025 Q4	$888K	Buy	8,852 +265	+3%	+$26.6K	0.27%	96
2025 Q3	$865K	Sell	8,587 -910	-10%	-$91.4K	0.28%	90
2025 Q2	$955K	Buy	9,497 +18	+0.2%	+$1.8K	0.35%	79
2025 Q1	$954K	Sell	9,479 -886	-9%	-$89.1K	0.38%	70
2024 Q4	$1.04M	Buy	10,365 +267	+3%	+$26.8K	0.42%	60
2024 Q3	$1.02M	Buy	10,098 +62	+0.6%	+$6.23K	0.45%	54
2024 Q2	$1.01M	Buy	10,036 +166	+2%	+$16.7K	0.47%	52
2024 Q1	$992K	Sell	9,870 -863	-8%	-$86.5K	0.47%	52
2023 Q4	$1.07M	Buy	10,733 +241	+2%	+$24.1K	0.56%	43
2023 Q3	$1.05M	Buy	10,492 +51	+0.5%	+$5.09K	0.65%	39
2023 Q2	$1.04M	Buy	+10,441	New	+$1.04M	0.63%	38

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Wealth Network's MINT Position: Q2 2026 in Review

Independent Wealth Network reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 1.3% in Q2 2026, selling an estimated $10.9K and leaving 8,046 shares worth $811K. The position accounts for 0.21% of the portfolio, ranked #129.

Independent Wealth Network first reported a position in MINT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2023. 758 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Independent Wealth Network held 8,046 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $811K as of Q2 2026.
Independent Wealth Network sold 108 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $10.9K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.21% of Independent Wealth Network's portfolio in Q2 2026, its #129 holding.
Independent Wealth Network first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
Independent Wealth Network's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.07M in Q4 2023.
758 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.