True Wealth Design’s Citizens CIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$10	–	2723
2025 Q4	$10	Buy	+2	New	+$11	﹤0.01%	2520

Other funds holding CIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

True Wealth Design's CIA Position: Q1 2026 in Review

True Wealth Design sold out of Citizens (CIA) in Q1 2026, closing a stake of 2 shares — an estimated $10 sold.

True Wealth Design first reported a position in CIA in Q4 2025 and held it in 1 quarter. The position peaked at $10 in Q4 2025. 73 funds tracked by Wall St. Rank hold CIA as of Q1 2026.

True Wealth Design reported no remaining Citizens position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 2 Citizens shares in Q1 2026, an estimated $10.
True Wealth Design first reported a position in Citizens in Q4 2025 and held it in 1 quarter.
True Wealth Design's Citizens position peaked at $10 in Q4 2025.
73 funds tracked by Wall St. Rank held Citizens as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.