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

JFS Wealth Advisors’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
2024 Q2	–	Sell	-72	Closed	-$7.24K	–	2023
2024 Q1	$7.24K	Hold	72	–	–	﹤0.01%	937
2023 Q4	$7.18K	Hold	72	–	–	﹤0.01%	910
2023 Q3	$7.21K	Hold	72	–	–	﹤0.01%	840
2023 Q2	$7.18K	Buy	+72	New	+$7.15K	﹤0.01%	852
2015 Q1	–	Sell	-500	Closed	-$51K	–	532
2014 Q4	$51K	Hold	500	–	–	0.01%	183
2014 Q3	$51K	Hold	500	–	–	0.01%	177
2014 Q2	$51K	Buy	+500	New	+$50.7K	0.01%	180

Other funds holding MINT

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

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

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

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

HWM

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

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

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

JFS Wealth Advisors's MINT Position: Q2 2024 in Review

JFS Wealth Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2024, closing a stake of 72 shares — an estimated $7.24K sold.

JFS Wealth Advisors first reported a position in MINT in Q2 2014 and held it in 7 quarters. The position peaked at $51K in Q4 2014. 654 funds tracked by Wall St. Rank hold MINT as of Q2 2024.

JFS Wealth Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 72 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2024, an estimated $7.24K.
JFS Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2014 and held it in 7 quarters.
JFS Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $51K in Q4 2014.
654 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.