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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
Q3 		$141 Buy
33
+13
+65% +$68 ﹤0.01% 2401
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

SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's MBI Position: Q3 2026 in Review

True Wealth Design increased its MBIA (MBI) stake by 65% in Q3 2026, buying an estimated $68 and bringing the position to 33 shares worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

True Wealth Design first reported a position in MBI in Q1 2026 and has held it in 3 quarters since. The position peaked at $225 in Q1 2026. 9 funds tracked by Wall St. Rank hold MBI as of Q3 2026.

  • True Wealth Design held 33 shares of MBIA worth $141 as of Q3 2026.
  • True Wealth Design bought 13 MBIA shares in Q3 2026, an estimated $68.
  • MBIA made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2401 holding.
  • True Wealth Design first reported a position in MBIA in Q1 2026 and has held it in 3 quarters since.
  • True Wealth Design's MBIA position peaked at $225 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held MBIA as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.