Position history for Waverly Advisors, LLC's holdings in PIMCO ETF TR
Waverly Advisors, LLC holds 260,176 shares of MINT (PIMCO ETF TR), worth $26.2M as of 2026-Q1. The position was decreased (-3.8% shares). MINT represents 0.2% of Waverly Advisors, LLC's portfolio.
Current Value
$26.2M
Current Shares
260,176
Total Value Change
+$2.8M
Total Shares Change
+28,417
Other major holders of MINT: JPMORGAN CHASE & CO
Decreased |
| 260,176 |
-3.8% |
| $26.2M |
| 0.2% |
| $100.38 |
0 |
| 2025-Q4 | Decreased | 270,310 | -4.7% | $27.1M | 0.2% | $99.96 | 0 |
| 2025-Q3 | Increased | 283,744 | +4.6% | $28.6M | 0.3% | $98.80 | 36 |
| 2025-Q2 | Increased | 271,320 | +2.2% | $27.3M | 0.3% | $97.60 | 35 |
| 2025-Q1 | Increased | 265,524 | +2.3% | $26.7M | 0.3% | $96.53 | 35 |
| 2024-Q4 | Increased | 259,596 | +9.0% | $26M | 0.4% | $95.43 | 37 |
| 2024-Q3 | Increased | 238,248 | +2.8% | $24M | 0.4% | $94.20 | 35 |
| 2024-Q2 | Increased | 231,759 | +5.2% | $23.3M | 0.5% | $92.92 | 36 |