True Wealth Design’s Assured Guaranty AGO Stock Holding History

True Wealth Design’s Portfolio AGO Stock Details AGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.7K	Buy	308 +63	+26%	+$4.97K	0.01%	739
2026 Q1	$20K	Buy	245 +98	+67%	+$8.37K	0.01%	719
2025 Q4	$13.2K	Sell	147 -89	-38%	-$7.67K	﹤0.01%	755
2025 Q3	$20K	Sell	236 -15	-6%	-$1.25K	0.01%	612
2025 Q2	$21.9K	Sell	251 -291	-54%	-$24.8K	0.01%	366
2025 Q1	$47.8K	Buy	542 +13	+2%	+$1.17K	0.02%	192
2024 Q4	$47.6K	Buy	529 +50	+10%	+$4.38K	0.02%	175
2024 Q3	$38.1K	Buy	+479	New	+$37.8K	0.01%	187
2023 Q2	–	Sell	-23	Closed	-$1.16K	–	788
2023 Q1	$1.16K	Buy	+23	New	+$1.34K	﹤0.01%	392

Other funds holding AGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

True Wealth Design's AGO Position: Q2 2026 in Review

True Wealth Design increased its Assured Guaranty (AGO) stake by 26% in Q2 2026, buying an estimated $4.97K and bringing the position to 308 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #739.

True Wealth Design first reported a position in AGO in Q1 2023 and has held it in 9 quarters since. The position peaked at $47.8K in Q1 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

True Wealth Design held 308 shares of Assured Guaranty worth $24.7K as of Q2 2026.
True Wealth Design bought 63 Assured Guaranty shares in Q2 2026, an estimated $4.97K.
Assured Guaranty made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #739 holding.
True Wealth Design first reported a position in Assured Guaranty in Q1 2023 and has held it in 9 quarters since.
True Wealth Design's Assured Guaranty position peaked at $47.8K in Q1 2025.
370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.