Concurrent Investment Advisors’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Concurrent Investment Advisors’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	$19.9M	Buy	+810,863	New	+$20.4M	0.14%	145

Other funds holding TMB

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.25B AUM

D.B. Root & Company Pittsburgh, Pennsylvania $463M AUM 12.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return

Concurrent Investment Advisors's TMB Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Thornburg Multi Sector Bond ETF (TMB) in Q3 2026: 810,863 shares worth $19.9M. The stake represents 0.14% of the portfolio and ranks #145 among its holdings.

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

Concurrent Investment Advisors held 810,863 shares of Thornburg Multi Sector Bond ETF worth $19.9M as of Q3 2026.
Thornburg Multi Sector Bond ETF was a new Concurrent Investment Advisors position in Q3 2026.
Thornburg Multi Sector Bond ETF made up 0.14% of Concurrent Investment Advisors's portfolio in Q3 2026, its #145 holding.
34 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.