TWD
CBL

True Wealth Design’s CBL Properties CBL Stock Holding History

True Wealth Design’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.29K Hold
62
– – ﹤0.01% 1501
2026
Q1 		$2.38K Hold
62
– – ﹤0.01% 1471
2025
Q4 		$2.29K Buy
62
+10
+19% +$326 ﹤0.01% 1402
2025
Q3 		$1.59K Buy
+52
New +$1.51K ﹤0.01% 1551

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

True Wealth Design held its CBL Properties (CBL) position steady in Q2 2026 at 62 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

True Wealth Design first reported a position in CBL in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • True Wealth Design held 62 shares of CBL Properties worth $3.29K as of Q2 2026.
  • True Wealth Design left its CBL Properties share count unchanged in Q2 2026.
  • CBL Properties made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1501 holding.
  • True Wealth Design first reported a position in CBL Properties in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

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