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 Q2	$1.71M	Buy	67,400 +4,100	+6%	+$104K	0.84%	23
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 $4.22B AUM 26.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

DBRC

D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Clay Northam Wealth Management's TMB Position: Q2 2026 in Review

Clay Northam Wealth Management increased its Thornburg Multi Sector Bond ETF (TMB) stake by 6.5% in Q2 2026, buying an estimated $104K and bringing the position to 67,400 shares worth $1.71M. The position accounts for 0.84% of the portfolio, ranked #23.

Clay Northam Wealth Management first reported a position in TMB in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

Clay Northam Wealth Management held 67,400 shares of Thornburg Multi Sector Bond ETF worth $1.71M as of Q2 2026.
Clay Northam Wealth Management bought 4,100 Thornburg Multi Sector Bond ETF shares in Q2 2026, an estimated $104K.
Thornburg Multi Sector Bond ETF made up 0.84% of Clay Northam Wealth Management's portfolio in Q2 2026, its #23 holding.
Clay Northam Wealth Management first reported a position in Thornburg Multi Sector Bond ETF in Q3 2025 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.