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PIMCO Enhanced Short Mat Str Fund ETF shares owned by HCR Wealth Advisors

Quarter-by-quarter ownership of PIMCO Enhanced Short Mat Str Fund ETF (MINT) shares owned by HCR Wealth Advisors from 13F filings

Historical chart of HCR Wealth Advisors investment in PIMCO Enhanced Short Mat Str Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Enhanced Short Mat Str Fund ETF held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Enhanced Short Mat Str Fund ETF by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 22k 100.69
2024-06-30 $2.2M 22k 100.65
2024-03-31 $2.1M 21k 100.54
2023-12-31 $2.2M 22k 99.79
2023-09-30 $1.6M 16k 100.14
2023-06-30 $1.6M 16k 99.76
2023-03-31 $1.8M 18k 99.25
2022-12-31 $1.9M 20k 98.96
2022-09-30 $1.9M 19k 98.84
2022-06-30 $1.8M 18k 99.12
2022-03-31 $1.3M 13k 100.14
2021-12-31 $1.5M 15k 101.54
2021-09-30 $1.5M 15k 101.96
2021-06-30 $3.9M 39k 101.96
2021-03-31 $4.9M 48k 101.90
2020-12-31 $6.1M 60k 102.05
2020-09-30 $6.2M 61k 101.96
2020-06-30 $6.5M 64k 101.63
2020-03-31 $18M 178k 98.98
2019-12-31 $19M 185k 101.59
2019-09-30 $19M 182k 101.73
2019-06-30 $18M 176k 101.75
2019-03-31 $16M 160k 101.18
2018-12-31 $1.6M 16k 100.94
2018-09-30 $1.2M 12k 101.54
2018-06-30 $1.4M 14k 101.52
2018-03-31 $1.4M 14k 101.56
2017-12-31 $1.6M 16k 101.55
2017-09-30 $1.7M 17k 101.79
2017-06-30 $2.2M 22k 101.73
2017-03-31 $2.5M 24k 101.65
2016-12-31 $3.5M 34k 101.33

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding PIMCO Enhanced Short Mat Str Fund ETF

Jpmorgan Chase & Co
Morgan Stanley
Assetmark
Wells Fargo & Company
HB Wealth Management
Allianz Asset Management
LPL Financial
CWM
Bank of America Corporation
Cambridge Investment Research Advisors
State of Tennessee, Treasury Department
Renaissance Technologies
Envestnet Asset Management
Keybank National Association
Johnson Financial

View all funds holding PIMCO Enhanced Short Mat Str Fund ETF