MINT PIMCO ETF TR

Ownership history in KWMG, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which KWMG, LLC reported a position in PIMCO ETF TR (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.

Peak position
2.06% (2022 Q3)
Avg. % of fund
1.75%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 192,093 +5,473 +2.9% 1.66% $19.3M $99.66
2025 Q3 ADDED 186,620 +9,030 +5.1% 1.65% $18.8M $98.54
2025 Q2 ADDED 177,590 +2,527 +1.4% 1.68% $17.9M $97.28
2025 Q1 REDUCED 175,063 -3,136 -1.8% 1.79% $17.6M $96.20
2024 Q4 ADDED 178,199 +2,023 +1.1% 1.84% $17.9M $95.15
2024 Q3 ADDED 176,176 +7,376 +4.4% 1.78% $17.7M $93.90
2024 Q2 ADDED 168,800 +9,167 +5.7% 1.83% $17.0M $92.60
2024 Q1 ADDED 159,633 +5,707 +3.7% 1.76% $16.0M $91.28
2023 Q4 ADDED 153,926 +1,077 +0.7% 1.80% $15.4M $89.82
2023 Q3 ADDED 152,849 +3,680 +2.5% 1.93% $15.3M $88.53
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MINT price (monthly, adj. close)
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