Channel Wealth
TMB icon

Channel Wealth’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Channel Wealth’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
Q2 		$262K Sell
10,343
-5
-0% -$127 0.06% 160
2026
Q1 		$264K Buy
+10,348
New +$266K 0.06% 146

Other funds holding TMB

WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Personal CFO Solutions
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Spartan Wealth Advisory Services LLC
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
D.B. Root & Company
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
Flynn Zito Capital Management
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Channel Wealth's TMB Position: Q2 2026 in Review

Channel Wealth reduced its Thornburg Multi Sector Bond ETF (TMB) stake by 0.05% in Q2 2026, selling an estimated $127 and leaving 10,343 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #160.

Channel Wealth first reported a position in TMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $264K in Q1 2026. 32 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

  • Channel Wealth held 10,343 shares of Thornburg Multi Sector Bond ETF worth $262K as of Q2 2026.
  • Channel Wealth sold 5 Thornburg Multi Sector Bond ETF shares in Q2 2026, an estimated $127.
  • Thornburg Multi Sector Bond ETF made up 0.06% of Channel Wealth's portfolio in Q2 2026, its #160 holding.
  • Channel Wealth first reported a position in Thornburg Multi Sector Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Channel Wealth's Thornburg Multi Sector Bond ETF position peaked at $264K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.