FEM
TMB

Fulcrum Equity Management’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Fulcrum Equity 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
Q3 		– Sell
-11,770
Closed -$300K – 127
2025
Q2 		$300K Buy
+11,770
New +$297K 0.31% 73

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

Fulcrum Equity Management's TMB Position: Q3 2025 in Review

Fulcrum Equity Management sold out of Thornburg Multi Sector Bond ETF (TMB) in Q3 2025, closing a stake of 11,770 shares — an estimated $300K sold.

Fulcrum Equity Management first reported a position in TMB in Q2 2025 and held it in 1 quarter. The position peaked at $300K in Q2 2025. 22 funds tracked by Wall St. Rank hold TMB as of Q3 2025.

  • Fulcrum Equity Management reported no remaining Thornburg Multi Sector Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 11,770 Thornburg Multi Sector Bond ETF shares in Q3 2025, an estimated $300K.
  • Fulcrum Equity Management first reported a position in Thornburg Multi Sector Bond ETF in Q2 2025 and held it in 1 quarter.
  • Fulcrum Equity Management's Thornburg Multi Sector Bond ETF position peaked at $300K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.