True Wealth Design’s MBX Biosciences MBX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$60	–	2923
2026 Q1	$60	Hold	2	–	–	﹤0.01%	2543
2025 Q4	$64	Buy	+2	New	+$49	﹤0.01%	2396
2025 Q2	–	Sell	-3	Closed	-$23	–	2860
2025 Q1	$23	Buy	+3	New	+$32	﹤0.01%	2567

Other funds holding MBX

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design sold out of MBX Biosciences (MBX) in Q2 2026, closing a stake of 2 shares — an estimated $60 sold.

True Wealth Design first reported a position in MBX in Q1 2025 and held it in 3 quarters. The position peaked at $64 in Q4 2025. 5 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

True Wealth Design reported no remaining MBX Biosciences position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 2 MBX Biosciences shares in Q2 2026, an estimated $60.
True Wealth Design first reported a position in MBX Biosciences in Q1 2025 and held it in 3 quarters.
True Wealth Design's MBX Biosciences position peaked at $64 in Q4 2025.
5 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

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