Blue Trust Inc’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Blue Trust Inc’s Portfolio TMB Stock Details TMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-100	Closed	-$2.54K	–	2820
2026 Q2	$2.54K	Buy	+100	New	+$2.55K	﹤0.01%	2149

Other funds holding TMB

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Blue Trust Inc's TMB Position: Q3 2026 in Review

Blue Trust Inc sold out of Thornburg Multi Sector Bond ETF (TMB) in Q3 2026, closing a stake of 100 shares — an estimated $2.54K sold.

Blue Trust Inc first reported a position in TMB in Q2 2026 and held it in 1 quarter. The position peaked at $2.54K in Q2 2026. 6 funds tracked by Wall St. Rank hold TMB as of Q3 2026.

Blue Trust Inc reported no remaining Thornburg Multi Sector Bond ETF position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 100 Thornburg Multi Sector Bond ETF shares in Q3 2026, an estimated $2.54K.
Blue Trust Inc first reported a position in Thornburg Multi Sector Bond ETF in Q2 2026 and held it in 1 quarter.
Blue Trust Inc's Thornburg Multi Sector Bond ETF position peaked at $2.54K in Q2 2026.
6 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.