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

McGlone Suttner 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
2024 Q1	–	Sell	-1,119	Closed	-$112K	–	544
2023 Q4	$112K	Sell	1,119 -1,374	-55%	-$137K	0.02%	202
2023 Q3	$250K	Buy	2,493 +11	+0.4%	+$1.1K	0.06%	118
2023 Q2	$247K	Sell	2,482 -2,038	-45%	-$202K	0.06%	127
2023 Q1	$449K	Sell	4,520 -7,529	-62%	-$747K	0.12%	78
2022 Q4	$1.19M	Buy	+12,049	New	+$1.19M	0.38%	37

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 $123B AUM 45.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

McGlone Suttner Wealth Management's MINT Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2024, closing a stake of 1,119 shares — an estimated $112K sold.

McGlone Suttner Wealth Management first reported a position in MINT in Q4 2022 and held it in 5 quarters. The position peaked at $1.19M in Q4 2022. 628 funds tracked by Wall St. Rank hold MINT as of Q1 2024.

McGlone Suttner Wealth Management reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
McGlone Suttner Wealth Management sold 1,119 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2024, an estimated $112K.
McGlone Suttner Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2022 and held it in 5 quarters.
McGlone Suttner Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.19M in Q4 2022.
628 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.