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

Menard Financial Group’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
2025 Q1	–	Sell	-130	Closed	-$13K	–	226
2024 Q4	$13K	Buy	+130	New	+$13.1K	0.01%	228
2022 Q4	–	Sell	-3,907	Closed	-$386K	–	88
2022 Q3	$386K	Hold	3,907	–	–	0.7%	40
2022 Q2	$387K	Sell	3,907 -577	-13%	-$57.5K	0.63%	48
2022 Q1	$449K	Buy	+4,484	New	+$453K	0.44%	74

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

HWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

JFGLC

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

Menard Financial Group's MINT Position: Q1 2025 in Review

Menard Financial Group sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2025, closing a stake of 130 shares — an estimated $13K sold.

Menard Financial Group first reported a position in MINT in Q1 2022 and held it in 4 quarters. The position peaked at $449K in Q1 2022. 691 funds tracked by Wall St. Rank hold MINT as of Q1 2025.

Menard Financial Group reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 130 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2025, an estimated $13K.
Menard Financial Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2022 and held it in 4 quarters.
Menard Financial Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $449K in Q1 2022.
691 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.