True Wealth Design’s Bandwidth Inc BAND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.13K	Hold	101	–	–	﹤0.01%	1263
2026 Q2	$6.39K	Sell	101 -7	-6%	-$314	﹤0.01%	1230
2026 Q1	$1.93K	Sell	108 -90	-45%	-$1.32K	﹤0.01%	1559
2025 Q4	$3.06K	Sell	198 -41	-17%	-$622	﹤0.01%	1287
2025 Q3	$3.98K	Buy	239 +80	+50%	+$1.23K	﹤0.01%	1169
2025 Q2	$2.53K	Sell	159 -21	-12%	-$285	﹤0.01%	1083
2025 Q1	$2.36K	Buy	+180	New	+$2.94K	﹤0.01%	948

Other funds holding BAND

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's BAND Position: Q3 2026 in Review

True Wealth Design held its Bandwidth Inc (BAND) position steady in Q3 2026 at 101 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

True Wealth Design first reported a position in BAND in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.39K in Q2 2026. 11 funds tracked by Wall St. Rank hold BAND as of Q3 2026.

True Wealth Design held 101 shares of Bandwidth Inc worth $6.13K as of Q3 2026.
True Wealth Design left its Bandwidth Inc share count unchanged in Q3 2026.
Bandwidth Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1263 holding.
True Wealth Design first reported a position in Bandwidth Inc in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Bandwidth Inc position peaked at $6.39K in Q2 2026.
11 funds tracked by Wall St. Rank held Bandwidth Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.