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 $901M AUM 21.04% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 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
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

Envestnet Portfolio Solutions's TMB Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Thornburg Multi Sector Bond ETF (TMB) in Q3 2025, closing a stake of 16,246 shares — an estimated $413K sold.

Envestnet Portfolio Solutions first reported a position in TMB in Q2 2025 and held it in 1 quarter. The position peaked at $413K in Q2 2025. 22 funds tracked by Wall St. Rank hold TMB as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Thornburg Multi Sector Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 16,246 Thornburg Multi Sector Bond ETF shares in Q3 2025, an estimated $413K.
  • Envestnet Portfolio Solutions first reported a position in Thornburg Multi Sector Bond ETF in Q2 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Thornburg Multi Sector Bond ETF position peaked at $413K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.