Meriwether Wealth & Planning’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Meriwether Wealth & Planning’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 Q1	–	Sell	-2,585	Closed	-$259K	–	132
2025 Q4	$259K	Sell	2,585 -38	-1%	-$3.82K	0.15%	96
2025 Q3	$264K	Sell	2,623 -595	-18%	-$59.8K	0.15%	95
2025 Q2	$324K	Sell	3,218 -6,500	-67%	-$652K	0.2%	83
2025 Q1	$978K	Sell	9,718 -1,294	-12%	-$130K	0.64%	34
2024 Q4	$1.1M	Buy	+11,012	New	+$1.11M	0.79%	28

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Meriwether Wealth & Planning's MINT Position: Q1 2026 in Review

Meriwether Wealth & Planning sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2026, closing a stake of 2,585 shares — an estimated $259K sold.

Meriwether Wealth & Planning first reported a position in MINT in Q4 2024 and held it in 5 quarters. The position peaked at $1.1M in Q4 2024. 743 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

Meriwether Wealth & Planning reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Meriwether Wealth & Planning sold 2,585 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2026, an estimated $259K.
Meriwether Wealth & Planning first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2024 and held it in 5 quarters.
Meriwether Wealth & Planning's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.1M in Q4 2024.
743 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q1 2026, filed 9 Apr 2026.