HOWA
TMB

Heritage Oak Wealth Advisors’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Heritage Oak Wealth Advisors’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
2026
Q1 		– Sell
-8,716
Closed -$223K – 98
2025
Q4 		$223K Sell
8,716
-146,520
-94% -$3.77M 0.08% 71
2025
Q3 		$3.98M Buy
155,236
+109,099
+236% +$2.78M 1.45% 12
2025
Q2 		$1.17M Buy
+46,137
New +$1.16M 0.45% 34

Other funds holding TMB

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

Heritage Oak Wealth Advisors's TMB Position: Q1 2026 in Review

Heritage Oak Wealth Advisors sold out of Thornburg Multi Sector Bond ETF (TMB) in Q1 2026, closing a stake of 8,716 shares — an estimated $223K sold.

Heritage Oak Wealth Advisors first reported a position in TMB in Q2 2025 and held it in 3 quarters. The position peaked at $3.98M in Q3 2025. 28 funds tracked by Wall St. Rank hold TMB as of Q1 2026.

  • Heritage Oak Wealth Advisors reported no remaining Thornburg Multi Sector Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 8,716 Thornburg Multi Sector Bond ETF shares in Q1 2026, an estimated $223K.
  • Heritage Oak Wealth Advisors first reported a position in Thornburg Multi Sector Bond ETF in Q2 2025 and held it in 3 quarters.
  • Heritage Oak Wealth Advisors's Thornburg Multi Sector Bond ETF position peaked at $3.98M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.