Van Hulzen Asset Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-891	Closed	-$89.4K	–	786
2024 Q4	$89.4K	Buy	+891	New	+$89.5K	0.01%	415
2021 Q1	–	Sell	-2,940	Closed	-$300K	–	295
2020 Q4	$300K	Sell	2,940 -1,126	-28%	-$115K	0.05%	212
2020 Q3	$415K	Sell	4,066 -755	-16%	-$76.9K	0.06%	155
2020 Q2	$490K	Sell	4,821 -186	-4%	-$18.7K	0.07%	124
2020 Q1	$496K	Sell	5,007 -4,354	-47%	-$440K	0.11%	124
2019 Q4	$951K	Sell	9,361 -6,156	-40%	-$626K	0.18%	90
2019 Q3	$1.58M	Buy	15,517 +35	+0.2%	+$3.56K	0.33%	61
2019 Q2	$1.57M	Sell	15,482 -4,908	-24%	-$498K	0.34%	60
2019 Q1	$2.07M	Sell	20,390 -1,305	-6%	-$132K	0.56%	44
2018 Q4	$2.19M	Buy	21,695 +289	+1%	+$29.3K	0.63%	49
2018 Q3	$2.17M	Sell	21,406 -4,544	-18%	-$461K	0.58%	50
2018 Q2	$2.63M	Buy	25,950 +1,908	+8%	+$194K	0.78%	46
2018 Q1	$2.44M	Buy	+24,042	New	+$2.44M	0.75%	50

Other funds holding MINT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Van Hulzen Asset Management's MINT Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2025, closing a stake of 891 shares — an estimated $89.4K sold.

Van Hulzen Asset Management first reported a position in MINT in Q1 2018 and held it in 13 quarters. The position peaked at $2.63M in Q2 2018. 691 funds tracked by Wall St. Rank hold MINT as of Q1 2025.

Van Hulzen Asset Management reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 891 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2025, an estimated $89.4K.
Van Hulzen Asset Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2018 and held it in 13 quarters.
Van Hulzen Asset Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $2.63M in Q2 2018.
691 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.