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True Wealth Design’s Broadstone Net Lease BNL Stock Holding History

True Wealth Design’s Portfolio BNL Stock Details BNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-36
Closed -$658 – 2685
2026
Q1 		$658 Hold
36
– – ﹤0.01% 1947
2025
Q4 		$626 Hold
36
– – ﹤0.01% 1879
2025
Q3 		$644 Buy
+36
New +$619 ﹤0.01% 1922
2025
Q2 		– Sell
-24
Closed -$409 – 2603
2025
Q1 		$409 Buy
+24
New +$389 ﹤0.01% 1628

Other funds holding BNL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

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

True Wealth Design sold out of Broadstone Net Lease (BNL) in Q2 2026, closing a stake of 36 shares — an estimated $658 sold.

True Wealth Design first reported a position in BNL in Q1 2025 and held it in 4 quarters. The position peaked at $658 in Q1 2026. 378 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • True Wealth Design reported no remaining Broadstone Net Lease position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 36 Broadstone Net Lease shares in Q2 2026, an estimated $658.
  • True Wealth Design first reported a position in Broadstone Net Lease in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's Broadstone Net Lease position peaked at $658 in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

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