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

Tyler-Stone 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
2025 Q2	$240K	Buy	2,388 +24	+1%	+$2.41K	0.04%	303
2025 Q1	$238K	Sell	2,364 -16	-0.7%	-$1.61K	0.04%	294
2024 Q4	$239K	Sell	2,380 -1,031	-30%	-$104K	0.04%	290
2024 Q3	$343K	Buy	3,411 +1,719	+102%	+$173K	0.06%	231
2024 Q2	$170K	Sell	1,692 -1,600	-49%	-$161K	0.07%	212
2024 Q1	$331K	Sell	3,292 -235	-7%	-$23.5K	0.15%	128
2023 Q4	$352K	Sell	3,527 -361	-9%	-$36.1K	0.18%	111
2023 Q3	$389K	Sell	3,888 -401	-9%	-$40K	0.22%	91
2023 Q2	$428K	Buy	+4,289	New	+$426K	0.24%	85
2022 Q4	$423K	Hold	4,289	–	–	0.29%	72
2022 Q3	$424K	Sell	4,289 -500	-10%	-$49.6K	0.32%	65
2022 Q2	$475K	Sell	4,789 -2,883	-38%	-$287K	0.32%	70
2022 Q1	$768K	Buy	7,672 +135	+2%	+$13.6K	0.42%	53
2021 Q4	$765K	Buy	+7,537	New	+$767K	0.4%	50

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 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

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

Tyler-Stone Wealth Management's MINT Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 1% in Q2 2025, buying an estimated $2.41K and bringing the position to 2,388 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #303.

Tyler-Stone Wealth Management first reported a position in MINT in Q4 2021 and has held it in 14 quarters since. The position peaked at $768K in Q1 2022. 694 funds tracked by Wall St. Rank hold MINT as of Q2 2025.

Tyler-Stone Wealth Management held 2,388 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $240K as of Q2 2025.
Tyler-Stone Wealth Management bought 24 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2025, an estimated $2.41K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #303 holding.
Tyler-Stone Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $768K in Q1 2022.
694 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.