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

TCFG 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	$461K	Buy	4,596 +14	+0.3%	+$1.41K	0.17%	135
2025 Q4	$460K	Sell	4,582 -428	-9%	-$43K	0.18%	142
2025 Q3	$503K	Buy	5,010 +203	+4%	+$20.4K	0.2%	134
2025 Q2	$483K	Buy	+4,807	New	+$482K	0.22%	125

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

TCFG Wealth Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 0.31% in Q1 2026, buying an estimated $1.41K and bringing the position to 4,596 shares worth $461K. The position accounts for 0.17% of the portfolio, ranked #135.

TCFG Wealth Management first reported a position in MINT in Q2 2025 and has held it in 4 quarters since. The position peaked at $503K in Q3 2025. 743 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

TCFG Wealth Management held 4,596 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $461K as of Q1 2026.
TCFG Wealth Management bought 14 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.41K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.17% of TCFG Wealth Management's portfolio in Q1 2026, its #135 holding.
TCFG Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
TCFG Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $503K in Q3 2025.
743 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.