Intelligence Driven Advisers’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Intelligence Driven Advisers’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
2020 Q4	–	Sell	-13,886	Closed	-$1.42M	–	94
2020 Q3	$1.42M	Sell	13,886 -23,849	-63%	-$2.43M	0.33%	30
2020 Q2	$3.84M	Buy	37,735 +13,337	+55%	+$1.34M	1.36%	19
2020 Q1	$2.42M	Buy	24,398 +11,633	+91%	+$1.18M	1.12%	23
2019 Q4	$1.3M	Buy	12,765 +6,110	+92%	+$621K	0.59%	35
2019 Q3	$677K	Buy	6,655 +1,338	+25%	+$136K	0.32%	43
2019 Q2	$541K	Buy	+5,317	New	+$540K	0.26%	59

Other funds holding MINT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return