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

Rockwood 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
2026 Q2	$626K	Buy	+6,210	New	+$624K	0.04%	69
2025 Q3	–	Sell	-8,210	Closed	-$825K	–	113
2025 Q2	$825K	Buy	+8,210	New	+$823K	0.07%	48

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Rockwood Wealth Management's MINT Position: Q2 2026 in Review

Rockwood Wealth Management opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2026: 6,210 shares worth $626K. The stake represents 0.04% of the portfolio and ranks #69 among its holdings. This is a return to the name: Rockwood Wealth Management previously reported a position in MINT as recently as Q2 2025.

Rockwood Wealth Management first reported a position in MINT in Q2 2025 and has held it in 2 quarters since. The position peaked at $825K in Q2 2025. 761 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Rockwood Wealth Management held 6,210 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $626K as of Q2 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Rockwood Wealth Management position in Q2 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.04% of Rockwood Wealth Management's portfolio in Q2 2026, its #69 holding.
Rockwood Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2025 and has held it in 2 quarters since.
Rockwood Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $825K in Q2 2025.
761 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.