MWC
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MBM Wealth Consultants’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

MBM Wealth Consultants’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
Q1 		– Sell
-241
Closed -$24K – 320
2022
Q4 		$24K Buy
+241
New +$23.8K 0.01% 195
2021
Q1 		– Sell
-495
Closed -$51K – 264
2020
Q4 		$51K Sell
495
-490
-50% -$50K 0.03% 128
2020
Q3 		$100K Buy
985
+495
+101% +$50.4K 0.06% 100
2020
Q2 		$50K Buy
+490
New +$49.4K 0.04% 121
2019
Q1 		– Sell
-130
Closed -$13K – 232
2018
Q4 		$13K Buy
+130
New +$13.2K 0.01% 170

Other funds holding MINT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return