KAS
TMB

Kestra Advisory Services’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Kestra Advisory Services’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
-1,352
Closed -$34.6K – 4555
2025
Q4 		$34.6K Buy
+1,352
New +$34.8K ﹤0.01% 4200

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

Kestra Advisory Services's TMB Position: Q1 2026 in Review

Kestra Advisory Services sold out of Thornburg Multi Sector Bond ETF (TMB) in Q1 2026, closing a stake of 1,352 shares — an estimated $34.6K sold.

Kestra Advisory Services first reported a position in TMB in Q4 2025 and held it in 1 quarter. The position peaked at $34.6K in Q4 2025. 28 funds tracked by Wall St. Rank hold TMB as of Q1 2026.

  • Kestra Advisory Services reported no remaining Thornburg Multi Sector Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,352 Thornburg Multi Sector Bond ETF shares in Q1 2026, an estimated $34.6K.
  • Kestra Advisory Services first reported a position in Thornburg Multi Sector Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Thornburg Multi Sector Bond ETF position peaked at $34.6K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.