CNWM
TMB

Clay Northam Wealth Management’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Clay Northam 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
Q1 		$1.61M Buy
63,300
+8,150
+15% +$209K 0.91% 24
2025
Q4 		$1.41M Buy
55,150
+42,750
+345% +$1.1M 0.78% 25
2025
Q3 		$318K Buy
+12,400
New +$316K 0.18% 71

Other funds holding TMB

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

Clay Northam Wealth Management's TMB Position: Q1 2026 in Review

Clay Northam Wealth Management increased its Thornburg Multi Sector Bond ETF (TMB) stake by 15% in Q1 2026, buying an estimated $209K and bringing the position to 63,300 shares worth $1.61M. The position accounts for 0.91% of the portfolio, ranked #24.

Clay Northam Wealth Management first reported a position in TMB in Q3 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold TMB as of Q1 2026.

  • Clay Northam Wealth Management held 63,300 shares of Thornburg Multi Sector Bond ETF worth $1.61M as of Q1 2026.
  • Clay Northam Wealth Management bought 8,150 Thornburg Multi Sector Bond ETF shares in Q1 2026, an estimated $209K.
  • Thornburg Multi Sector Bond ETF made up 0.91% of Clay Northam Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Clay Northam Wealth Management first reported a position in Thornburg Multi Sector Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q1 2026.

Based on Clay Northam Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.