LifeSteps Financial’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

LifeSteps Financial’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	$5.04K	Buy	+50	New	+$5.03K	﹤0.01%	533
2022 Q2	–	Sell	-17,200	Closed	-$1.72M	–	78
2022 Q1	$1.72M	Sell	17,200 -2,999	-15%	-$303K	1.27%	20
2021 Q4	$2.05M	Buy	20,199 +4,435	+28%	+$451K	1.45%	18
2021 Q3	$1.61M	Buy	15,764 +5,801	+58%	+$592K	1.23%	19
2021 Q2	$1.02M	Buy	9,963 +5,410	+119%	+$552K	0.78%	26
2021 Q1	$464K	Buy	+4,553	New	+$465K	0.39%	46
2020 Q2	–	Sell	-2,847	Closed	-$282K	–	76
2020 Q1	$282K	Buy	2,847 +1	+0%	+$101	0.32%	57
2019 Q4	$289K	Buy	+2,846	New	+$289K	0.27%	67

Other funds holding MINT

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HWM

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

LifeSteps Financial's MINT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2026: 50 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MINT as recently as Q1 2022.

LifeSteps Financial first reported a position in MINT in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.05M in Q4 2021. 325 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

LifeSteps Financial held 50 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $5.04K as of Q2 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new LifeSteps Financial position in Q2 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #533 holding.
LifeSteps Financial first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2019 and has held it in 8 quarters since.
LifeSteps Financial's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $2.05M in Q4 2021.
325 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.