Number of Shares
34,426.00
Current Holdings Value*
$3.46 Mil
% of Portfolio
1.58%
Total Estimate Gain
$85,915.49
% of Total Estimate Gain
0.58%

Stonebridge Financial Planning Group, LLC's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 34,426.00 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT), totaling $3.46 Mil. This investment constitutes 1.58% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.03% of the outstanding PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT) stock.

The initial trade took place in 2020Q1. And since then Stonebridge Financial Planning Group, LLC has made 10 purchases of MINT, at an average price of $100.33, for a total of 147,699.00 shares. In addition, there have been 8 sales at an average price of $101.07 for 113,273.00 shares. Based on historical transaction data and MINT's current price of $100.38, Stonebridge Financial Planning Group, LLC's estimated gain on his MINT holdings is $85,915.49, reflecting a 0.58% gain to date.

Stonebridge Financial Planning Group, LLC MINT ($100.38) Holding Chart

Stonebridge Financial Planning Group, LLC MINT ($100.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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