True Wealth Design’s Middlefield Banc Corp MBCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4	Closed	-$139	–	2789
2025 Q4	$139	Hold	4	–	–	﹤0.01%	2283
2025 Q3	$121	Buy	4 +3	+300%	+$90	﹤0.01%	2416
2025 Q2	$31	Hold	1	–	–	﹤0.01%	2466
2025 Q1	$28	Buy	+1	New	+$26	﹤0.01%	2524

Other funds holding MBCN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design sold out of Middlefield Banc Corp (MBCN) in Q1 2026, closing a stake of 4 shares — an estimated $139 sold.

True Wealth Design first reported a position in MBCN in Q1 2025 and held it in 4 quarters. The position peaked at $139 in Q4 2025. 1 fund tracked by Wall St. Rank holds MBCN as of Q1 2026.

True Wealth Design reported no remaining Middlefield Banc Corp position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 4 Middlefield Banc Corp shares in Q1 2026, an estimated $139.
True Wealth Design first reported a position in Middlefield Banc Corp in Q1 2025 and held it in 4 quarters.
True Wealth Design's Middlefield Banc Corp position peaked at $139 in Q4 2025.
1 fund tracked by Wall St. Rank held Middlefield Banc Corp as of Q1 2026.

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