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

Lodestone 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	$1.11M	Buy	11,025 +3,045	+38%	+$306K	0.39%	72
2026 Q1	$803K	Sell	7,980 -370	-4%	-$37.2K	0.32%	76
2025 Q4	$838K	Buy	8,350 +279	+3%	+$28K	0.34%	75
2025 Q3	$813K	Sell	8,071 -262	-3%	-$26.3K	0.37%	73
2025 Q2	$838K	Sell	8,333 -58	-0.7%	-$5.82K	0.41%	70
2025 Q1	$844K	Buy	8,391 +388	+5%	+$39K	0.45%	64
2024 Q4	$803K	Buy	8,003 +500	+7%	+$50.2K	0.4%	67
2024 Q3	$755K	Buy	7,503 +2,812	+60%	+$282K	0.38%	68
2024 Q2	$472K	Sell	4,691 -959	-17%	-$96.3K	0.25%	97
2024 Q1	$568K	Sell	5,650 -494	-8%	-$49.5K	0.3%	78
2023 Q4	$613K	Buy	6,144 +1,127	+22%	+$113K	0.35%	70
2023 Q3	$502K	Buy	5,017 +360	+8%	+$35.9K	0.35%	69
2023 Q2	$465K	Buy	4,657 +54	+1%	+$5.37K	0.32%	79
2023 Q1	$457K	Buy	4,603 +2,566	+126%	+$255K	0.35%	71
2022 Q4	$201K	Buy	+2,037	New	+$201K	0.16%	119

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

Lodestone Wealth Management's MINT Position: Q2 2026 in Review

Lodestone Wealth Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 38% in Q2 2026, buying an estimated $306K and bringing the position to 11,025 shares worth $1.11M. The position accounts for 0.39% of the portfolio, ranked #72.

Lodestone Wealth Management first reported a position in MINT in Q4 2022 and has held it in 15 quarters since. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Lodestone Wealth Management held 11,025 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.11M as of Q2 2026.
Lodestone Wealth Management bought 3,045 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $306K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.39% of Lodestone Wealth Management's portfolio in Q2 2026, its #72 holding.
Lodestone Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.