True Wealth Design’s Safe Bulkers SB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-340	Closed	-$1.25K	–	2805
2025 Q1	$1.25K	Buy	+340	New	+$1.24K	﹤0.01%	1183
2024 Q4	–	Sell	-20	Closed	-$104	–	1495
2024 Q3	$104	Buy	+20	New	+$103	﹤0.01%	1225

Other funds holding SB

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

True Wealth Design's SB Position: Q2 2025 in Review

True Wealth Design sold out of Safe Bulkers (SB) in Q2 2025, closing a stake of 340 shares — an estimated $1.25K sold.

True Wealth Design first reported a position in SB in Q3 2024 and held it in 2 quarters. The position peaked at $1.25K in Q1 2025. 128 funds tracked by Wall St. Rank hold SB as of Q2 2025.

True Wealth Design reported no remaining Safe Bulkers position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 340 Safe Bulkers shares in Q2 2025, an estimated $1.25K.
True Wealth Design first reported a position in Safe Bulkers in Q3 2024 and held it in 2 quarters.
True Wealth Design's Safe Bulkers position peaked at $1.25K in Q1 2025.
128 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.