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	–	319
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JFGLC

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

MBM Wealth Consultants's MINT Position: Q1 2023 in Review

MBM Wealth Consultants sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2023, closing a stake of 241 shares — an estimated $24K sold.

MBM Wealth Consultants first reported a position in MINT in Q4 2018 and held it in 5 quarters. The position peaked at $100K in Q3 2020. 606 funds tracked by Wall St. Rank hold MINT as of Q1 2023.

MBM Wealth Consultants reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 241 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2023, an estimated $24K.
MBM Wealth Consultants first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2018 and held it in 5 quarters.
MBM Wealth Consultants's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $100K in Q3 2020.
606 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.