Back to MBI

True Wealth Design, LLC → MBI

True Wealth Design, LLC MBI Position History

MBIA Inc.

Quarters held
3
Latest value
$141
Q3 2026
Peak value
$225
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$225
Q2 2026$131
Q3 2026$141

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14133——
Q2 2026$13120——
Q1 2026$22538——

Other funds holding MBI

Other True Wealth Design, LLC positions

COST

DIMENSIONAL ETF TRUST

$29.6M
COST

DIMENSIONAL ETF TRUST

$29.4M
COST

DIMENSIONAL ETF TRUST

$25.1M
COST

DIMENSIONAL ETF TRUST

$23.8M
COST

DIMENSIONAL ETF TRUST

$23.6M
NEE-PS

DIMENSIONAL ETF TRUST

$17M
NEE-PS

DIMENSIONAL ETF TRUST

$16.9M
NEE-PS

DIMENSIONAL ETF TRUST

$14.8M