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

Sard Wealth Management Group’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	$1.82M	Sell	18,091 -14,646	-45%	-$1.47M	0.87%	15
2026 Q1	$3.29M	Buy	32,737 +90	+0.3%	+$9.05K	1.79%	11
2025 Q4	$3.28M	Buy	32,647 +995	+3%	+$100K	1.8%	11
2025 Q3	$3.19M	Buy	31,652 +1,388	+5%	+$139K	1.82%	11
2025 Q2	$3.04M	Buy	30,264 +5,628	+23%	+$565K	1.88%	11
2025 Q1	$2.48M	Buy	24,636 +300	+1%	+$30.2K	1.66%	12
2024 Q4	$2.44M	Sell	24,336 -2,294	-9%	-$231K	1.64%	12
2024 Q3	$2.68M	Buy	26,630 +614	+2%	+$61.7K	1.77%	11
2024 Q2	$2.62M	Buy	26,016 +17,828	+218%	+$1.79M	1.84%	11
2024 Q1	$823K	Buy	8,188 +108	+1%	+$10.8K	0.74%	19
2023 Q4	$806K	Buy	+8,080	New	+$808K	0.81%	20

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

Sard Wealth Management Group's MINT Position: Q2 2026 in Review

Sard Wealth Management Group reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 45% in Q2 2026, selling an estimated $1.47M and leaving 18,091 shares worth $1.82M. The position accounts for 0.87% of the portfolio, ranked #15.

Sard Wealth Management Group first reported a position in MINT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.29M in Q1 2026. 759 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Sard Wealth Management Group held 18,091 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.82M as of Q2 2026.
Sard Wealth Management Group sold 14,646 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.47M.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.87% of Sard Wealth Management Group's portfolio in Q2 2026, its #15 holding.
Sard Wealth Management Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Sard Wealth Management Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $3.29M in Q1 2026.
759 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.