True Wealth Design’s Boundless Bio BOLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$8	–	2852
2025 Q1	$8	Buy	+5	New	+$10	﹤0.01%	2638

Other funds holding BOLD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SAM

Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

True Wealth Design's BOLD Position: Q2 2025 in Review

True Wealth Design sold out of Boundless Bio (BOLD) in Q2 2025, closing a stake of 5 shares — an estimated $8 sold.

True Wealth Design first reported a position in BOLD in Q1 2025 and held it in 1 quarter. The position peaked at $8 in Q1 2025. 44 funds tracked by Wall St. Rank hold BOLD as of Q2 2025.

True Wealth Design reported no remaining Boundless Bio position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 5 Boundless Bio shares in Q2 2025, an estimated $8.
True Wealth Design first reported a position in Boundless Bio in Q1 2025 and held it in 1 quarter.
True Wealth Design's Boundless Bio position peaked at $8 in Q1 2025.
44 funds tracked by Wall St. Rank held Boundless Bio as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.