Envestnet Portfolio Solutions
TMB

Envestnet Portfolio Solutions’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-16,246
Closed -$413K – 1594
2025
Q2 		$413K Buy
+16,246
New +$410K ﹤0.01% 1185

Other funds holding TMB

SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HOWA
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DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return