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

WestHill 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
2026
Q2 		$8.26M Buy
81,971
+2,268
+3% +$228K 1.41% 14
2026
Q1 		$8.02M Buy
79,703
+4,521
+6% +$454K 1.53% 14
2025
Q4 		$7.54M Sell
75,182
-83
-0.1% -$8.34K 1.43% 14
2025
Q3 		$7.58M Buy
75,265
+5,435
+8% +$546K 1.49% 14
2025
Q2 		$7.02M Buy
69,830
+3,515
+5% +$353K 1.49% 14
2025
Q1 		$6.67M Buy
66,315
+2,266
+4% +$228K 1.53% 14
2024
Q4 		$6.43M Sell
64,049
-626
-1% -$62.9K 1.44% 14
2024
Q3 		$6.51M Buy
64,675
+3,110
+5% +$312K 1.46% 14
2024
Q2 		$6.2M Buy
61,565
+918
+2% +$92.2K 1.5% 14
2024
Q1 		$6.1M Buy
60,647
+2,654
+5% +$266K 1.5% 14
2023
Q4 		$5.79M Sell
57,993
-4,420
-7% -$442K 1.53% 14
2023
Q3 		$6.25M Buy
62,413
+275
+0.4% +$27.4K 1.82% 12
2023
Q2 		$6.2M Buy
62,138
+1,278
+2% +$127K 1.75% 13
2023
Q1 		$6.04M Sell
60,860
-6,136
-9% -$609K 1.81% 12
2022
Q4 		$6.61M Sell
66,996
-5,443
-8% -$537K 2.11% 9
2022
Q3 		$7.16M Sell
72,439
-2,687
-4% -$266K 2.44% 9
2022
Q2 		$7.45M Sell
75,126
-5,606
-7% -$558K 2.46% 9
2022
Q1 		$8.09M Sell
80,732
-24,546
-23% -$2.48M 2.33% 9
2021
Q4 		$10.7M Sell
105,278
-18,759
-15% -$1.91M 3.02% 8
2021
Q3 		$12.6M Buy
+124,037
New +$12.6M 3.91% 7
2021
Q1 		$11.5M Buy
113,107
+13,809
+14% +$1.41M 4.1% 7
2020
Q4 		$10.1M Buy
+99,298
New +$10.1M 3.99% 7

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WestHill Financial Advisors's MINT Position: Q2 2026 in Review

WestHill Financial Advisors increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 2.8% in Q2 2026, buying an estimated $228K and bringing the position to 81,971 shares worth $8.26M. The position accounts for 1.41% of the portfolio, ranked #14.

WestHill Financial Advisors first reported a position in MINT in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.6M in Q3 2021. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • WestHill Financial Advisors held 81,971 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $8.26M as of Q2 2026.
  • WestHill Financial Advisors bought 2,268 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $228K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 1.41% of WestHill Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • WestHill Financial Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2020 and has held it in 22 quarters since.
  • WestHill Financial Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $12.6M in Q3 2021.
  • 757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.