D.B. Root & Company
TMB icon

D.B. Root & Company’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

D.B. Root & Company’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 		$4.98M Buy
202,758
+19,887
+11% +$501K 1.08% 20
2026
Q2 		$4.64M Buy
182,871
+7,180
+4% +$183K 0.98% 22
2026
Q1 		$4.48M Buy
175,691
+7,758
+5% +$199K 1.07% 19
2025
Q4 		$4.3M Buy
167,933
+41,873
+33% +$1.08M 1.05% 23
2025
Q3 		$3.23M Buy
126,060
+116,812
+1,263% +$2.98M 0.82% 24
2025
Q2 		$235K Buy
+9,248
New +$233K 0.07% 167

Other funds holding TMB

Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return
Personal CFO Solutions
Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return
Spartan Wealth Advisory Services LLC
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.25B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cornerstone Wealth Group
Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return

D.B. Root & Company's TMB Position: Q3 2026 in Review

D.B. Root & Company increased its Thornburg Multi Sector Bond ETF (TMB) stake by 11% in Q3 2026, buying an estimated $501K and bringing the position to 202,758 shares worth $4.98M. The position accounts for 1.08% of the portfolio, ranked #20.

D.B. Root & Company first reported a position in TMB in Q2 2025 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold TMB as of Q3 2026.

  • D.B. Root & Company held 202,758 shares of Thornburg Multi Sector Bond ETF worth $4.98M as of Q3 2026.
  • D.B. Root & Company bought 19,887 Thornburg Multi Sector Bond ETF shares in Q3 2026, an estimated $501K.
  • Thornburg Multi Sector Bond ETF made up 1.08% of D.B. Root & Company's portfolio in Q3 2026, its #20 holding.
  • D.B. Root & Company first reported a position in Thornburg Multi Sector Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.