True Wealth Design’s MBIA MBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131	Sell	20 -18	-47%	-$108	﹤0.01%	2512
2026 Q1	$225	Buy	+38	New	+$242	﹤0.01%	2308

Other funds holding MBI

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

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

True Wealth Design reduced its MBIA (MBI) stake by 47% in Q2 2026, selling an estimated $108 and leaving 20 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

True Wealth Design first reported a position in MBI in Q1 2026 and has held it in 2 quarters since. The position peaked at $225 in Q1 2026. 130 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

True Wealth Design held 20 shares of MBIA worth $131 as of Q2 2026.
True Wealth Design sold 18 MBIA shares in Q2 2026, an estimated $108.
MBIA made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2512 holding.
True Wealth Design first reported a position in MBIA in Q1 2026 and has held it in 2 quarters since.
True Wealth Design's MBIA position peaked at $225 in Q1 2026.
130 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

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