Ridgewood Investments’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Ridgewood Investments’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	–	Sell	-39	Closed	-$3.92K	–	489
2025 Q2	$3.92K	Hold	39	–	–	﹤0.01%	617
2025 Q1	$3.92K	Hold	39	–	–	﹤0.01%	577
2024 Q4	$3.91K	Sell	39 -2,451	-98%	-$246K	﹤0.01%	602
2024 Q3	$251K	Sell	2,490 -2	-0.1%	-$201	0.13%	152
2024 Q2	$251K	Hold	2,492	–	–	0.13%	157
2024 Q1	$251K	Hold	2,492	–	–	0.13%	162
2023 Q4	$249K	Hold	2,492	–	–	0.15%	152
2023 Q3	$250K	Hold	2,492	–	–	0.16%	144
2023 Q2	$249K	Sell	2,492 -50	-2%	-$4.97K	0.14%	152
2023 Q1	$252K	Hold	2,542	–	–	0.15%	153
2022 Q4	$251K	Hold	2,542	–	–	0.18%	158
2022 Q3	$251K	Hold	2,542	–	–	0.21%	141
2022 Q2	$252K	Hold	2,542	–	–	0.2%	147
2022 Q1	$255K	Hold	2,542	–	–	0.17%	158
2021 Q4	$258K	Hold	2,542	–	–	0.16%	165
2021 Q3	$259K	Hold	2,542	–	–	0.18%	156
2021 Q2	$259K	Hold	2,542	–	–	0.17%	158
2021 Q1	$259K	Buy	+2,542	New	+$259K	0.16%	163

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $97.6B AUM 29.43% 1-Year Est. Return

Ridgewood Investments's MINT Position: Q3 2025 in Review

Ridgewood Investments sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2025, closing a stake of 39 shares — an estimated $3.92K sold.

Ridgewood Investments first reported a position in MINT in Q1 2021 and held it in 18 quarters. The position peaked at $259K in Q3 2021. 700 funds tracked by Wall St. Rank hold MINT as of Q3 2025.

Ridgewood Investments reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 39 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2025, an estimated $3.92K.
Ridgewood Investments first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2021 and held it in 18 quarters.
Ridgewood Investments's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $259K in Q3 2021.
700 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.