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

SilverOak 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 Q2	$524K	Buy	5,194 +745	+17%	+$74.9K	0.07%	76
2026 Q1	$447K	Hold	4,449	–	–	0.07%	75
2025 Q4	$446K	Buy	4,449 +130	+3%	+$13.1K	0.07%	74
2025 Q3	$435K	Hold	4,319	–	–	0.07%	73
2025 Q2	$434K	Hold	4,319	–	–	0.08%	69
2025 Q1	$435K	Hold	4,319	–	–	0.09%	63
2024 Q4	$433K	Sell	4,319 -664	-13%	-$66.7K	0.09%	63
2024 Q3	$502K	Sell	4,983 -491	-9%	-$49.3K	0.11%	59
2024 Q2	$551K	Hold	5,474	–	–	0.13%	56
2024 Q1	$550K	Hold	5,474	–	–	0.14%	53
2023 Q4	$546K	Buy	+5,474	New	+$547K	0.15%	48

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

SilverOak Wealth Management's MINT Position: Q2 2026 in Review

SilverOak Wealth Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 17% in Q2 2026, buying an estimated $74.9K and bringing the position to 5,194 shares worth $524K. The position accounts for 0.07% of the portfolio, ranked #76.

SilverOak Wealth Management first reported a position in MINT in Q4 2023 and has held it in 11 quarters since. The position peaked at $551K in Q2 2024. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

SilverOak Wealth Management held 5,194 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $524K as of Q2 2026.
SilverOak Wealth Management bought 745 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $74.9K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.07% of SilverOak Wealth Management's portfolio in Q2 2026, its #76 holding.
SilverOak Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $551K in Q2 2024.
757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.