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Claros Mtg Tr shares owned by True Wealth Design

Quarter-by-quarter ownership of Claros Mtg Tr (CMTG) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Claros Mtg Tr

Tip: Access up to 7 years of quarterly data

All positions including Claros Mtg Tr held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Claros Mtg Tr by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-06-30 $184 78 2.36
2025-12-31 $110 36 3.08

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Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
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View all positions for True Wealth Design

Top funds holding Claros Mtg Tr

Hyundai Investments
Koch
Neuberger Berman Group
BlackRock
Vanguard Capital Management
Charles Schwab Investment Management
Geode Capital Management
Wafra Investment Advisory Group
State Street Corporation
Hotchkis and Wiley Capital Management
Gratia Capital
LM Asset
Caption Management
Citigroup
Vanguard Fiduciary Trust

View all funds holding Claros Mtg Tr