Insight Wealth Partners’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Insight Wealth Partners’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 Q2	$778K	Buy	+30,679	New	+$782K	0.1%	71

Other funds holding TMB

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Insight Wealth Partners's TMB Position: Q2 2026 in Review

Insight Wealth Partners opened a new position in Thornburg Multi Sector Bond ETF (TMB) in Q2 2026: 30,679 shares worth $778K. The stake represents 0.1% of the portfolio and ranks #71 among its holdings.

31 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

Insight Wealth Partners held 30,679 shares of Thornburg Multi Sector Bond ETF worth $778K as of Q2 2026.
Thornburg Multi Sector Bond ETF was a new Insight Wealth Partners position in Q2 2026.
Thornburg Multi Sector Bond ETF made up 0.1% of Insight Wealth Partners's portfolio in Q2 2026, its #71 holding.
31 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.