SEC 13F Intelligence

Benchmark Wealth Management, LLC / MINT

Benchmark Wealth Management, LLC’s Pimco Etf Tr Position

Does Benchmark Wealth Management, LLC own Pimco Etf Tr (MINT)? Yes28.9K shares worth $3M (+1.29% of its 13F portfolio) as of Q2 2025, down from 40.6K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
28.9K
% of Portfolio
+1.29%
Quarters Held
23
currently held

Position History MINT

Reported value by quarter
Q4 ’19: $19MQ4 ’19Q1 ’20: $22MQ2 ’20: $26MQ3 ’20: $30MQ3 ’20Q4 ’20: $21MQ1 ’21: $16MQ2 ’21: $18MQ2 ’21Q3 ’21: $16MQ4 ’21: $15MQ1 ’22: $14MQ1 ’22Q2 ’22: $13MQ3 ’22: $9MQ4 ’22: $5MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $3MQ1 ’25: $4MQ1 ’25Q2 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202528.9K$3M+1.29%
Q1 202540.6K$4M+1.98%
Q4 202429.3K$3M+1.45%
Q3 202420.0K$2M+0.99%
Q2 202418.9K$2M+1.01%
Q1 202420.8K$2M+1.14%
Q4 202328.7K$3M+1.69%
Q3 202333.9K$3M+2.17%
Q2 202340.7K$4M+2.45%
Q1 202339.3K$4M+2.49%
Q4 202252.3K$5M+3.71%
Q3 202291.8K$9M+7.12%
Q2 2022132.4K$13M+9.66%
Q1 2022137.5K$14M+9.26%
Q4 2021152.3K$15M+9.99%
Q3 2021153.4K$16M+10.99%
Q2 2021173.0K$18M+12.12%
Q1 2021157.5K$16M+11.91%
Q4 2020207.9K$21M+16.09%
Q3 2020290.2K$30M+23.35%
Q2 2020255.5K$26M+22.15%
Q1 2020217.8K$22M+21.59%
Q4 2019182.7K$19M+16.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Benchmark Wealth Management, LLC’s full portfolio or all institutional holders of MINT.