BFC Planning, Inc.’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

BFC Planning, Inc.’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	-1,710	Closed	-$43.9K	–	3345
2025 Q3	$43.9K	Buy	1,710 +3	+0.2%	+$77	﹤0.01%	1244
2025 Q2	$43.4K	Buy	+1,707	New	+$43K	﹤0.01%	1191

Other funds holding TMB

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return

D.B. Root & Company Pittsburgh, Pennsylvania $463M AUM 12.6% 1-Year Est. Return

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return

Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BFC Planning, Inc.'s TMB Position: Q4 2025 in Review

BFC Planning, Inc. sold out of Thornburg Multi Sector Bond ETF (TMB) in Q4 2025, closing a stake of 1,710 shares — an estimated $43.9K sold.

BFC Planning, Inc. first reported a position in TMB in Q2 2025 and held it in 2 quarters. The position peaked at $43.9K in Q3 2025. 22 funds tracked by Wall St. Rank hold TMB as of Q4 2025.

BFC Planning, Inc. reported no remaining Thornburg Multi Sector Bond ETF position as of Q4 2025 after selling out during the quarter.
BFC Planning, Inc. sold 1,710 Thornburg Multi Sector Bond ETF shares in Q4 2025, an estimated $43.9K.
BFC Planning, Inc. first reported a position in Thornburg Multi Sector Bond ETF in Q2 2025 and held it in 2 quarters.
BFC Planning, Inc.'s Thornburg Multi Sector Bond ETF position peaked at $43.9K in Q3 2025.
22 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q4 2025.

Based on BFC Planning, Inc.'s 13F filing for Q4 2025, filed 29 Oct 2026.