Obsidian Personal Planning Solutions’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Obsidian Personal Planning Solutions’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 Q3	$311K	Hold	3,086	–	–	0.11%	77
2025 Q2	$310K	Hold	3,086	–	–	0.13%	73
2025 Q1	$310K	Hold	3,086	–	–	0.14%	66
2024 Q4	$311K	Hold	3,086	–	–	0.15%	63
2024 Q3	$311K	Hold	3,086	–	–	0.16%	61
2024 Q2	$311K	Hold	3,086	–	–	0.19%	60
2024 Q1	$310K	Hold	3,086	–	–	0.2%	61
2023 Q4	$308K	Hold	3,086	–	–	0.23%	54
2023 Q3	$309K	Buy	+3,086	New	+$308K	0.26%	49

Other funds holding MINT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFGLC

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Obsidian Personal Planning Solutions's MINT Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) position steady in Q3 2025 at 3,086 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #77.

Obsidian Personal Planning Solutions first reported a position in MINT in Q3 2023 and has held it in 9 quarters since. The position peaked at $311K in Q4 2024. 701 funds tracked by Wall St. Rank hold MINT as of Q3 2025.

Obsidian Personal Planning Solutions held 3,086 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $311K as of Q3 2025.
Obsidian Personal Planning Solutions left its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund share count unchanged in Q3 2025.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.11% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #77 holding.
Obsidian Personal Planning Solutions first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2023 and has held it in 9 quarters since.
Obsidian Personal Planning Solutions's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $311K in Q4 2024.
701 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.