True Wealth Design’s Northeast Bank NBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06K	Hold	8	–	–	﹤0.01%	1954
2026 Q1	$899	Hold	8	–	–	﹤0.01%	1841
2025 Q4	$832	Buy	+8	New	+$746	﹤0.01%	1775
2025 Q2	–	Sell	-12	Closed	-$1.1K	–	2733
2025 Q1	$1.1K	Buy	+12	New	+$1.17K	﹤0.01%	1236

Other funds holding NBN

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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