DBRC
TMB

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
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

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
SG
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

D.B. Root & Company's TMB Position: Q2 2026 in Review

D.B. Root & Company increased its Thornburg Multi Sector Bond ETF (TMB) stake by 4.1% in Q2 2026, buying an estimated $183K and bringing the position to 182,871 shares worth $4.64M. The position accounts for 0.98% of the portfolio, ranked #22.

D.B. Root & Company first reported a position in TMB in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

  • D.B. Root & Company held 182,871 shares of Thornburg Multi Sector Bond ETF worth $4.64M as of Q2 2026.
  • D.B. Root & Company bought 7,180 Thornburg Multi Sector Bond ETF shares in Q2 2026, an estimated $183K.
  • Thornburg Multi Sector Bond ETF made up 0.98% of D.B. Root & Company's portfolio in Q2 2026, its #22 holding.
  • D.B. Root & Company first reported a position in Thornburg Multi Sector Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.