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

Traverso Chambers Private 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
2023 Q2	–	Sell	-2,963	Closed	-$294K	–	118
2023 Q1	$294K	Hold	2,963	–	–	0.08%	92
2022 Q4	$292K	Hold	2,963	–	–	0.08%	92
2022 Q3	$293K	Sell	2,963 -50	-2%	-$4.96K	0.09%	89
2022 Q2	$299K	Hold	3,013	–	–	0.1%	85
2022 Q1	$302K	Hold	3,013	–	–	0.09%	98
2021 Q4	$306K	Hold	3,013	–	–	0.09%	96
2021 Q3	$307K	Hold	3,013	–	–	0.1%	95
2021 Q2	$307K	Hold	3,013	–	–	0.1%	95
2021 Q1	$307K	Hold	3,013	–	–	0.1%	87
2020 Q4	$307K	Hold	3,013	–	–	0.11%	81
2020 Q3	$307K	Hold	3,013	–	–	0.12%	77
2020 Q2	$306K	Hold	3,013	–	–	0.13%	72
2020 Q1	$298K	Hold	3,013	–	–	0.14%	72
2019 Q4	$306K	Hold	3,013	–	–	0.13%	81
2019 Q3	$307K	Hold	3,013	–	–	0.15%	77
2019 Q2	$306K	Hold	3,013	–	–	0.15%	75
2019 Q1	$306K	Hold	3,013	–	–	0.15%	74
2018 Q4	$304K	Buy	+3,013	New	+$305K	0.16%	72

Other funds holding MINT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Traverso Chambers Private Wealth Management's MINT Position: Q2 2023 in Review

Traverso Chambers Private Wealth Management sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2023, closing a stake of 2,963 shares — an estimated $294K sold.

Traverso Chambers Private Wealth Management first reported a position in MINT in Q4 2018 and held it in 18 quarters. The position peaked at $307K in Q3 2021. 608 funds tracked by Wall St. Rank hold MINT as of Q2 2023.

Traverso Chambers Private Wealth Management reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 2,963 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2023, an estimated $294K.
Traverso Chambers Private Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2018 and held it in 18 quarters.
Traverso Chambers Private Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $307K in Q3 2021.
608 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.