Shepherd Financial Partners’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
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|
2025
Q1 | $818K | Sell |
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|
2024
Q4 | $937K | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $3.03M | Sell |
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|
2023
Q2 | $4.3M | Buy |
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|
2023
Q1 | $3.98M | Buy |
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|
2022
Q4 | $1.68M | Buy |
|