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

Cornerstone Wealth Group’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	$4.28M	Buy	174,088 +21,246	+14%	+$535K	0.24%	99
2026 Q2	$3.87M	Buy	152,842 +15,150	+11%	+$386K	0.23%	102
2026 Q1	$3.52M	Buy	137,692 +66,932	+95%	+$1.72M	0.22%	110
2025 Q4	$1.81M	Buy	70,760 +21,194	+43%	+$545K	0.12%	118
2025 Q3	$1.27M	Buy	49,566 +15,161	+44%	+$387K	0.09%	132
2025 Q2	$876K	Buy	34,405 +19,836	+136%	+$500K	0.07%	146
2025 Q1	$369K	Buy	+14,569	New	+$368K	0.03%	200

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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's TMB Position: Q3 2026 in Review

Cornerstone Wealth Group increased its Thornburg Multi Sector Bond ETF (TMB) stake by 14% in Q3 2026, buying an estimated $535K and bringing the position to 174,088 shares worth $4.28M. The position accounts for 0.24% of the portfolio, ranked #99.

Cornerstone Wealth Group first reported a position in TMB in Q1 2025 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold TMB as of Q3 2026.

Cornerstone Wealth Group held 174,088 shares of Thornburg Multi Sector Bond ETF worth $4.28M as of Q3 2026.
Cornerstone Wealth Group bought 21,246 Thornburg Multi Sector Bond ETF shares in Q3 2026, an estimated $535K.
Thornburg Multi Sector Bond ETF made up 0.24% of Cornerstone Wealth Group's portfolio in Q3 2026, its #99 holding.
Cornerstone Wealth Group first reported a position in Thornburg Multi Sector Bond ETF in Q1 2025 and has held it in 7 quarters since.
34 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.