SIS
RWT

Sound Income Strategies’s Redwood Trust RWT Stock Holding History

Sound Income Strategies’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
2025
Q2 		– Sell
-250
Closed -$1.52K – 1691
2025
Q1 		$1.52K Sell
250
-250
-50% -$1.6K ﹤0.01% 1282
2024
Q4 		$3.27K Buy
+500
New +$3.6K ﹤0.01% 1080

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sound Income Strategies's RWT Position: Q2 2025 in Review

Sound Income Strategies sold out of Redwood Trust (RWT) in Q2 2025, closing a stake of 250 shares — an estimated $1.52K sold.

Sound Income Strategies first reported a position in RWT in Q4 2024 and held it in 2 quarters. The position peaked at $3.27K in Q4 2024. 206 funds tracked by Wall St. Rank hold RWT as of Q2 2025.

  • Sound Income Strategies reported no remaining Redwood Trust position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 250 Redwood Trust shares in Q2 2025, an estimated $1.52K.
  • Sound Income Strategies first reported a position in Redwood Trust in Q4 2024 and held it in 2 quarters.
  • Sound Income Strategies's Redwood Trust position peaked at $3.27K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.