WealthShield Partners’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

WealthShield Partners’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	-72	Closed	-$7.26K	–	547
2024 Q4	$7.26K	Buy	72 +30	+71%	+$3.02K	﹤0.01%	454
2024 Q3	$4.25K	Sell	42 -65	-61%	-$6.53K	﹤0.01%	465
2024 Q2	$10.8K	Sell	107 -9	-8%	-$904	﹤0.01%	422
2024 Q1	$11.6K	Buy	+116	New	+$11.6K	﹤0.01%	419
2023 Q2	–	Sell	-23	Closed	-$2.28K	–	498
2023 Q1	$2.28K	Buy	+23	New	+$2.28K	﹤0.01%	474
2021 Q3	–	Sell	-152	Closed	-$16K	–	530
2021 Q2	$16K	Sell	152 -67	-31%	-$6.83K	﹤0.01%	688
2021 Q1	$22K	Buy	+219	New	+$22.3K	﹤0.01%	642
2019 Q2	–	Sell	-203	Closed	-$21K	–	258
2019 Q1	$21K	Buy	+203	New	+$20.6K	0.01%	215
2018 Q4	–	Sell	-782	Closed	-$79K	–	269
2018 Q3	$79K	Hold	782	–	–	0.05%	155
2018 Q2	$79K	Hold	782	–	–	0.05%	145
2018 Q1	$79K	Hold	782	–	–	0.05%	139
2017 Q4	$79K	Buy	+782	New	+$79.6K	0.05%	145

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Temasek Holdings Singapore $37.3B AUM 12.6% 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 $1.86B AUM 22.33% 1-Year Est. Return

WealthShield Partners's MINT Position: Q1 2025 in Review

WealthShield Partners sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2025, closing a stake of 72 shares — an estimated $7.26K sold.

WealthShield Partners first reported a position in MINT in Q4 2017 and held it in 12 quarters. The position peaked at $79K in Q3 2018. 691 funds tracked by Wall St. Rank hold MINT as of Q1 2025.

WealthShield Partners reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
WealthShield Partners sold 72 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2025, an estimated $7.26K.
WealthShield Partners first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2017 and held it in 12 quarters.
WealthShield Partners's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $79K in Q3 2018.
691 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2025.

Based on WealthShield Partners's 13F filing for Q1 2025, filed 9 May 2025.