Trademark Financial Management, LLC Pimco ETF Tr Municipal Income Transaction History

Trademark Financial Management, LLC

$172 Billion
Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Pimco ETF Tr Municipal Income stock. As of the latest transaction made, Trademark Financial Management, LLC holds 13,542 shares of MINO stock, worth $616,567. This represents 0.36% of its overall portfolio holdings.

Number of Shares

13,542

Previous 14,581 7.13%

Holding current value

$616,567

Previous $645 Million 4.86%

% of portfolio

0.36%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$43.6 - $45.33 $45,300 - $47,097	-1,039 Reduced 7.13%	13,542 $614 Million
Q2 2025 Jul 31, 2025	SELL	$43.42 - $45.15 $118,362 - $123,078	-2,726 Reduced 15.75%	14,581 $645 Million
Q1 2025 Apr 25, 2025	SELL	$44.44 - $45.83 $8,488 - $8,753	-191 Reduced 1.09%	17,307 $774 Million
Q4 2024 Jan 30, 2025	BUY	$44.94 - $46.07 $161,289 - $165,345	3,589 Added 25.8%	17,498 $788 Million
Q3 2024 Oct 31, 2024	BUY	$45.07 - $46.16 $62,872 - $64,393	1,395 Added 11.15%	13,909 $642 Million

Q2 2024 Jul 30, 2024	BUY	$44.89 - $45.65 $130,854 - $133,069	2,915 Added 30.37%	12,514 $569 Million
Q1 2024 May 07, 2024	BUY	$45.09 - $45.79 $147,759 - $150,053	3,277 Added 51.83%	9,599 $438 Million
Q4 2023 Feb 13, 2024	BUY	$42.03 - $45.7 $265,713 - $288,915	6,322 New	6,322 $287 Million

Others Institutions Holding MINO

# of Institutions

117

Shares Held

Call Options Held

Put Options Held

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About PIMCO ETF TR MUNICIPAL INCOME

Ticker MINO
Sector ETFs
Industry ETFs

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Trademark Financial Management, LLC Pimco ETF Tr Municipal Income Transaction History