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

Walkner Condon 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
2024 Q1	–	Sell	-2,613	Closed	-$261K	–	273
2023 Q4	$261K	Buy	2,613 +223	+9%	+$22.3K	0.06%	226
2023 Q3	$239K	Sell	2,390 -230	-9%	-$23K	0.06%	220
2023 Q2	$261K	Buy	+2,620	New	+$260K	0.07%	201

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Walkner Condon Financial Advisors's MINT Position: Q1 2024 in Review

Walkner Condon Financial Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2024, closing a stake of 2,613 shares — an estimated $261K sold.

Walkner Condon Financial Advisors first reported a position in MINT in Q2 2023 and held it in 3 quarters. The position peaked at $261K in Q2 2023. 629 funds tracked by Wall St. Rank hold MINT as of Q1 2024.

Walkner Condon Financial Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Walkner Condon Financial Advisors sold 2,613 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2024, an estimated $261K.
Walkner Condon Financial Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2023 and held it in 3 quarters.
Walkner Condon Financial Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $261K in Q2 2023.
629 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.