Interchange Capital Partners’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Interchange Capital Partners’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
2023 Q2	–	Sell	-3,028	Closed	-$301K	–	197
2023 Q1	$301K	Buy	+3,028	New	+$300K	0.16%	144
2021 Q1	–	Sell	-970	Closed	-$98K	–	754
2020 Q4	$98K	Buy	+970	New	+$98.9K	0.05%	308

Other funds holding MINT

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

Interchange Capital Partners's MINT Position: Q2 2023 in Review

Interchange Capital Partners sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2023, closing a stake of 3,028 shares — an estimated $301K sold.

Interchange Capital Partners first reported a position in MINT in Q4 2020 and held it in 2 quarters. The position peaked at $301K in Q1 2023. 608 funds tracked by Wall St. Rank hold MINT as of Q2 2023.

Interchange Capital Partners reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Interchange Capital Partners sold 3,028 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2023, an estimated $301K.
Interchange Capital Partners first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2020 and held it in 2 quarters.
Interchange Capital Partners's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $301K in Q1 2023.
608 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2023.

Based on Interchange Capital Partners's 13F filing for Q2 2023, filed 8 Aug 2023.