True Link Financial Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

True Link Financial Advisors’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 Q4	–	Sell	-21,386	Closed	-$2.14M	–	92
2023 Q3	$2.14M	Sell	21,386 -175	-0.8%	-$17.5K	0.26%	21
2023 Q2	$2.15M	Hold	21,561	–	–	0.26%	21
2023 Q1	$2.14M	Hold	21,561	–	–	0.27%	24
2022 Q4	$2.13M	Hold	21,561	–	–	0.29%	24
2022 Q3	$2.13M	Hold	21,561	–	–	0.31%	25
2022 Q2	$2.14M	Hold	21,561	–	–	0.32%	30
2022 Q1	$2.16M	Hold	21,561	–	–	0.31%	28
2021 Q4	$2.19M	Sell	21,561 -500	-2%	-$50.9K	0.29%	36
2021 Q3	$2.25M	Buy	22,061 +750	+4%	+$76.5K	0.31%	34
2021 Q2	$2.17M	Buy	21,311 +3,000	+16%	+$306K	0.32%	37
2021 Q1	$1.87M	Buy	18,311 +1,250	+7%	+$128K	0.27%	45
2020 Q4	$1.74M	Buy	+17,061	New	+$1.74M	0.27%	46

Other funds holding MINT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HWM

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

True Link Financial Advisors's MINT Position: Q4 2023 in Review

True Link Financial Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2023, closing a stake of 21,386 shares — an estimated $2.14M sold.

True Link Financial Advisors first reported a position in MINT in Q4 2020 and held it in 12 quarters. The position peaked at $2.25M in Q3 2021. 665 funds tracked by Wall St. Rank hold MINT as of Q4 2023.

True Link Financial Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 21,386 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2023, an estimated $2.14M.
True Link Financial Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $2.25M in Q3 2021.
665 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.