Security National Bank of So Dak’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Security National Bank of So Dak’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	-2,840	Closed	-$286K	–	113
2025 Q2	$286K	Buy	+2,840	New	+$285K	0.16%	94
2022 Q1	–	Sell	-2,330	Closed	-$237K	–	108
2021 Q4	$237K	Sell	2,330 -1,965	-46%	-$200K	0.16%	92
2021 Q3	$438K	Sell	4,295 -8,515	-66%	-$868K	0.34%	67
2021 Q2	$1.31M	Sell	12,810 -6,312	-33%	-$644K	1%	43
2021 Q1	$1.95M	Buy	19,122 +9,310	+95%	+$950K	1.62%	19
2020 Q4	$1M	Hold	9,812	–	–	0.89%	46
2020 Q3	$1M	Buy	+9,812	New	+$999K	1.01%	43

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 $445B AUM 25.58% 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

Security National Bank of So Dak's MINT Position: Q3 2025 in Review

Security National Bank of So Dak sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2025, closing a stake of 2,840 shares — an estimated $286K sold.

Security National Bank of So Dak first reported a position in MINT in Q3 2020 and held it in 7 quarters. The position peaked at $1.95M in Q1 2021. 701 funds tracked by Wall St. Rank hold MINT as of Q3 2025.

Security National Bank of So Dak reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Security National Bank of So Dak sold 2,840 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2025, an estimated $286K.
Security National Bank of So Dak first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2020 and held it in 7 quarters.
Security National Bank of So Dak's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.95M in Q1 2021.
701 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2025.

Based on Security National Bank of So Dak's 13F filing for Q3 2025, filed 14 Oct 2025.