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

SHP 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
Q1 		$100K Buy
996
+498
+100% +$50.1K 0.01% 386
2025
Q4 		$50K Buy
+498
New +$50K ﹤0.01% 475

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SHP Wealth Management's MINT Position: Q1 2026 in Review

SHP Wealth Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 100% in Q1 2026, buying an estimated $50.1K and bringing the position to 996 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #386.

SHP Wealth Management first reported a position in MINT in Q4 2025 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

  • SHP Wealth Management held 996 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $100K as of Q1 2026.
  • SHP Wealth Management bought 498 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2026, an estimated $50.1K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #386 holding.
  • SHP Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.