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PIMCO Enhanced Short Mat Str Fund ETF shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management Group 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 Sar Wealth Management Group 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 27k 100.69
2024-06-30 $2.6M 26k 100.65
2024-03-31 $823k 8.2k 100.54
2023-12-31 $806k 8.1k 99.79

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Sar Wealth Management Group

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