BIA
RWT

Bell Investment Advisors’s Redwood Trust RWT Stock Holding History

Bell Investment Advisors’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.38K Hold
245
– – ﹤0.01% 1453
2025
Q4 		$1.35K Hold
245
– – ﹤0.01% 1473
2025
Q3 		$1.42K Hold
245
– – ﹤0.01% 1449
2025
Q2 		$1.45K Hold
245
– – ﹤0.01% 1468
2025
Q1 		$1.49K Hold
245
– – ﹤0.01% 1422
2024
Q4 		$1.6K Hold
245
– – ﹤0.01% 1412
2024
Q3 		$1.89K Hold
245
– – ﹤0.01% 1376
2024
Q2 		$1.59K Hold
245
– – ﹤0.01% 1451
2024
Q1 		$1.56K Hold
245
– – ﹤0.01% 1447
2023
Q4 		$1.82K Hold
245
– – ﹤0.01% 1370
2023
Q3 		$1.75K Hold
245
– – ﹤0.01% 1347
2023
Q2 		$1.56K Hold
245
– – ﹤0.01% 1415
2023
Q1 		$1.65K Hold
245
– – ﹤0.01% 1356
2022
Q4 		$1.66K Hold
245
– – ﹤0.01% 1385
2022
Q3 		$1K Hold
245
– – ﹤0.01% 1551
2022
Q2 		$2K Buy
+245
New +$2.25K ﹤0.01% 1222
2021
Q4 		$4K Hold
285
– – ﹤0.01% 893
2021
Q3 		$4K Buy
+285
New +$3.49K ﹤0.01% 823

Other funds holding RWT

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VCM
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State Street
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return