Envestnet Asset Management
TMB

Envestnet Asset Management’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Envestnet Asset 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
2025
Q4 		– Sell
-40,902
Closed -$1.05M – 4716
2025
Q3 		$1.05M Sell
40,902
-3,908
-9% -$99.7K ﹤0.01% 3303
2025
Q2 		$1.14M Buy
+44,810
New +$1.13M ﹤0.01% 3204

Other funds holding TMB

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
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $203M AUM 40.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Envestnet Asset Management's TMB Position: Q4 2025 in Review

Envestnet Asset Management sold out of Thornburg Multi Sector Bond ETF (TMB) in Q4 2025, closing a stake of 40,902 shares — an estimated $1.05M sold.

Envestnet Asset Management first reported a position in TMB in Q2 2025 and held it in 2 quarters. The position peaked at $1.14M in Q2 2025. 22 funds tracked by Wall St. Rank hold TMB as of Q4 2025.

  • Envestnet Asset Management reported no remaining Thornburg Multi Sector Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 40,902 Thornburg Multi Sector Bond ETF shares in Q4 2025, an estimated $1.05M.
  • Envestnet Asset Management first reported a position in Thornburg Multi Sector Bond ETF in Q2 2025 and held it in 2 quarters.
  • Envestnet Asset Management's Thornburg Multi Sector Bond ETF position peaked at $1.14M in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.