True Wealth Design’s Redwood Trust RWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-57	Closed	-$271	–	2748
2026 Q2	$271	Buy	57 +51	+850%	+$277	﹤0.01%	2381
2026 Q1	$34	Hold	6	–	–	﹤0.01%	2597
2025 Q4	$34	Sell	6 -248	-98%	-$1.36K	﹤0.01%	2453
2025 Q3	$1.47K	Buy	254 +30	+13%	+$179	﹤0.01%	1600
2025 Q2	$1.32K	Buy	224 +191	+579%	+$1.08K	﹤0.01%	1352
2025 Q1	$201	Buy	+33	New	+$212	﹤0.01%	1959

Other funds holding RWT

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return

TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

True Wealth Design sold out of Redwood Trust (RWT) in Q3 2026, closing a stake of 57 shares — an estimated $271 sold.

True Wealth Design first reported a position in RWT in Q1 2025 and held it in 6 quarters. The position peaked at $1.47K in Q3 2025. 19 funds tracked by Wall St. Rank hold RWT as of Q3 2026.

True Wealth Design reported no remaining Redwood Trust position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 57 Redwood Trust shares in Q3 2026, an estimated $271.
True Wealth Design first reported a position in Redwood Trust in Q1 2025 and held it in 6 quarters.
True Wealth Design's Redwood Trust position peaked at $1.47K in Q3 2025.
19 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2026.

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