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True Wealth Design’s Federal Agricultural Mortgage AGM Stock Holding History

True Wealth Design’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$336 – 2563
2025
Q3 		$336 Sell
2
-8
-80% -$1.5K ﹤0.01% 2140
2025
Q2 		$1.94K Hold
10
– – ﹤0.01% 1197
2025
Q1 		$1.88K Buy
+10
New +$1.96K ﹤0.01% 1032
2023
Q2 		– Sell
-6
Closed -$800 – 787
2023
Q1 		$800 Buy
+6
New +$788 ﹤0.01% 437

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

True Wealth Design's AGM Position: Q4 2025 in Review

True Wealth Design sold out of Federal Agricultural Mortgage (AGM) in Q4 2025, closing a stake of 2 shares — an estimated $336 sold.

True Wealth Design first reported a position in AGM in Q1 2023 and held it in 4 quarters. The position peaked at $1.94K in Q2 2025. 235 funds tracked by Wall St. Rank hold AGM as of Q4 2025.

  • True Wealth Design reported no remaining Federal Agricultural Mortgage position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 2 Federal Agricultural Mortgage shares in Q4 2025, an estimated $336.
  • True Wealth Design first reported a position in Federal Agricultural Mortgage in Q1 2023 and held it in 4 quarters.
  • True Wealth Design's Federal Agricultural Mortgage position peaked at $1.94K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.