Sandy Spring Bank’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Sandy Spring Bank’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	$477K	Buy	4,745 +10	+0.2%	+$1K	0.02%	284
2024 Q4	$475K	Buy	4,735 +672	+17%	+$67.5K	0.02%	290
2024 Q3	$409K	Sell	4,063 -200	-5%	-$20.1K	0.02%	304
2024 Q2	$429K	Buy	4,263 +230	+6%	+$23.1K	0.02%	290
2024 Q1	$405K	Hold	4,033	–	–	0.02%	299
2023 Q4	$402K	Hold	4,033	–	–	0.02%	288
2023 Q3	$404K	Buy	4,033 +3,659	+978%	+$365K	0.02%	276
2023 Q2	$37.3K	Buy	+374	New	+$37.2K	﹤0.01%	599
2023 Q1	–	Sell	-406	Closed	-$40.1K	–	1194
2022 Q4	$40.1K	Buy	+406	New	+$40K	﹤0.01%	566
2020 Q1	–	Sell	-403	Closed	-$41K	–	927
2019 Q4	$41K	Hold	403	–	–	﹤0.01%	500
2019 Q3	$41K	Hold	403	–	–	﹤0.01%	494
2019 Q2	$41K	Buy	+403	New	+$40.9K	﹤0.01%	490

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

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

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

HWM

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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 $1.5B AUM 16.09% 1-Year Est. Return

Sandy Spring Bank's MINT Position: Q1 2025 in Review

Sandy Spring Bank increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 0.21% in Q1 2025, buying an estimated $1K and bringing the position to 4,745 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #284.

Sandy Spring Bank first reported a position in MINT in Q2 2019 and has held it in 12 quarters since. 691 funds tracked by Wall St. Rank hold MINT as of Q1 2025.

Sandy Spring Bank held 4,745 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $477K as of Q1 2025.
Sandy Spring Bank bought 10 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2025, an estimated $1K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #284 holding.
Sandy Spring Bank first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2019 and has held it in 12 quarters since.
691 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.