Ownership history in IBEX WEALTH ADVISORS · 27 quarters on record
This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 7,744 | — | 0% | 0.07% | $780K | $98.54 |
| 2025 Q2 | REDUCED | 7,744 | -593 | -7.1% | 0.08% | $779K | $97.28 |
| 2024 Q4 | REDUCED | 8,337 | -1,599 | -16.1% | 0.10% | $837K | $95.15 |
| 2022 Q4 | REDUCED | 9,936 | -5,469 | -35.5% | 0.22% | $980K | $84.53 |
| 2022 Q3 | REDUCED | 15,405 | -3,388 | -18.0% | 0.40% | $1.5M | $83.82 |
| 2022 Q2 | REDUCED | 18,793 | -76 | -0.4% | 0.43% | $1.9M | $83.65 |
| 2022 Q1 | UNCHANGED | 18,869 | — | 0% | 0.36% | $1.9M | $84.30 |
| 2021 Q4 | REDUCED | 18,869 | -1,569 | -7.7% | 0.34% | $1.9M | $85.40 |
| 2021 Q3 | REDUCED | 20,438 | -691 | -3.3% | 0.40% | $2.1M | $85.58 |
| 2021 Q2 | REDUCED | 21,129 | -10,522 | -33.2% | 0.43% | $2.2M | $85.53 |
As of 2025 Q4 — sorted by position size