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

True Wealth Design’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 		$10.1K Hold
100
– – ﹤0.01% 964
2025
Q4 		$10K Hold
100
– – ﹤0.01% 865
2025
Q3 		$10.1K Hold
100
– – ﹤0.01% 831
2025
Q2 		$10.1K Hold
100
– – ﹤0.01% 581
2025
Q1 		$10.1K Hold
100
– – ﹤0.01% 473
2024
Q4 		$10K Hold
100
– – ﹤0.01% 424
2024
Q3 		$10.1K Hold
100
– – ﹤0.01% 421
2024
Q2 		$10.1K Hold
100
– – ﹤0.01% 244
2024
Q1 		$10.1K Hold
100
– – ﹤0.01% 243
2023
Q4 		$9.98K Hold
100
– – ﹤0.01% 229
2023
Q3 		$10K Hold
100
– – ﹤0.01% 206
2023
Q2 		$9.98K Hold
100
– – ﹤0.01% 215
2023
Q1 		$9.93K Hold
100
– – ﹤0.01% 241
2022
Q4 		$9.87K Buy
+100
New +$9.86K ﹤0.01% 223

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return