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

Institute for 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	$17.7K	Buy	+176	New	+$17.7K	﹤0.01%	1167
2023 Q3	–	Sell	-11,743	Closed	-$1.17M	–	471
2023 Q2	$1.17M	Buy	+11,743	New	+$1.17M	0.2%	127
2020 Q1	–	Sell	-8,353	Closed	-$849K	–	571
2019 Q4	$849K	Sell	8,353 -444	-5%	-$45.1K	0.19%	155
2019 Q3	$895K	Hold	8,797	–	–	0.23%	135
2019 Q2	$895K	Buy	8,797 +2,614	+42%	+$265K	0.2%	149
2019 Q1	$628K	Buy	+6,183	New	+$626K	0.14%	203

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

Institute for Wealth Management's MINT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2026: 176 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #1167 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MINT as recently as Q2 2023.

Institute for Wealth Management first reported a position in MINT in Q1 2019 and has held it in 6 quarters since. The position peaked at $1.17M in Q2 2023. 759 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Institute for Wealth Management held 176 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $17.7K as of Q2 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Institute for Wealth Management position in Q2 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1167 holding.
Institute for Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2019 and has held it in 6 quarters since.
Institute for Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.17M in Q2 2023.
759 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.