SWM
SilverOak Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$66.6K | 0.09% | 63 |
|
|
2024
Q3 | $502K | Sell |
4,983
-491
| -9% | -$49.4K | 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 | +$546K | 0.15% | 48 |
|