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TrueWealth Advisors, LLC → SDHY

TrueWealth Advisors, LLC SDHY Position History

SDHY

Quarters held
1
Latest value
$9.6M
Q3 2026
Peak value
$9.6M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.6M192.9K——

Other funds holding SDHY

1607 Capital Partners, LLC
$32.8M
1607 Capital Partners, LLC
$28.3M
1607 Capital Partners, LLC
$27.5M
1607 Capital Partners, LLC
$16M
1607 Capital Partners, LLC
$16M
1607 Capital Partners, LLC
$16M
MORGAN STANLEY
$15.8M
MORGAN STANLEY
$15.6M

Other TrueWealth Advisors, LLC positions

FIS

FIDELITY MERRIMACK STR TR

$28M
FIS

FIDELITY MERRIMACK STR TR

$27.6M
SPY

STATE STR SPDR S&P 500 ETF T

$25.7M
SPY

SPDR S&P 500 ETF TR

$23.4M
SPY

SPDR S&P 500 ETF TR

$23.2M
SPY

STATE STR SPDR S&P 500 ETF T

$22.5M
COF-PN

CAPITAL GRP FIXED INCM ETF T

$22.2M
COF-PN

CAPITAL GRP FIXED INCM ETF T

$21.8M