Cassaday & Co Wealth Management’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Cassaday & Co Wealth Management’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	$2.73K	Buy	+111	New	+$2.79K	﹤0.01%	1097

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

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 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

Cassaday & Co Wealth Management's TMB Position: Q3 2026 in Review

Cassaday & Co Wealth Management opened a new position in Thornburg Multi Sector Bond ETF (TMB) in Q3 2026: 111 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings.

8 funds tracked by Wall St. Rank hold TMB as of Q3 2026.

Cassaday & Co Wealth Management held 111 shares of Thornburg Multi Sector Bond ETF worth $2.73K as of Q3 2026.
Thornburg Multi Sector Bond ETF was a new Cassaday & Co Wealth Management position in Q3 2026.
Thornburg Multi Sector Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #1097 holding.
8 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.