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PIMCO Enhanced Short Mat Str Fund ETF shares owned by OptiFour Integrated Wealth Management

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

Historical chart of OptiFour Integrated Wealth Management 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 OptiFour Integrated Wealth Management 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 OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.7M 17k 101.60
2019-09-30 $2.4M 24k 101.72
2019-06-30 $2.0M 20k 101.76
2019-03-31 $1.0M 10k 101.59
2018-12-31 $416k 4.1k 100.95

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

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