IFP Advisors’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

IFP 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 Q3	–	Sell	-10	Closed	-$254	–	5426
2026 Q2	$254	Sell	10 -253	-96%	-$6.45K	﹤0.01%	4814
2026 Q1	$6.71K	Sell	263 -9,170	-97%	-$235K	﹤0.01%	3370
2025 Q4	$241K	Buy	9,433 +36	+0.4%	+$926	0.01%	1268
2025 Q3	$241K	Buy	9,397 +1,738	+23%	+$44.4K	0.01%	1198
2025 Q2	$195K	Buy	+7,659	New	+$193K	0.01%	1286

Other funds holding TMB

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CNWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors's TMB Position: Q3 2026 in Review

IFP Advisors sold out of Thornburg Multi Sector Bond ETF (TMB) in Q3 2026, closing a stake of 10 shares — an estimated $254 sold.

IFP Advisors first reported a position in TMB in Q2 2025 and held it in 5 quarters. The position peaked at $241K in Q4 2025. 4 funds tracked by Wall St. Rank hold TMB as of Q3 2026.

IFP Advisors reported no remaining Thornburg Multi Sector Bond ETF position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 10 Thornburg Multi Sector Bond ETF shares in Q3 2026, an estimated $254.
IFP Advisors first reported a position in Thornburg Multi Sector Bond ETF in Q2 2025 and held it in 5 quarters.
IFP Advisors's Thornburg Multi Sector Bond ETF position peaked at $241K in Q4 2025.
4 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.