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HB Wealth Management, LLC → STWD

HB Wealth Management, LLC STWD Position History

Starwood Property Trust, Inc. • Real Estate

Quarters held
5
Latest value
$107K
Q3 2026
Peak value
$1.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.2M
Q1 2026$979K
Q2 2026$757K
Q3 2026$593K
Q3 2026$107K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$107K108.0K——
Q3 2026$593K44.7K——
Q2 2026$757K46.2K——
Q1 2026$979K56.9K——
Q4 2025$1.2M68.7K——

Other funds holding STWD

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B