Personal CFO Solutions
TMB icon

Personal CFO Solutions’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Personal CFO Solutions’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 		$11.8M Buy
466,553
+22,001
+5% +$561K 1.71% 10
2026
Q1 		$11.3M Sell
444,552
-3,425
-0.8% -$87.9K 1.59% 12
2025
Q4 		$11.5M Buy
+447,977
New +$11.5M 1.82% 9

Other funds holding TMB

WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Spartan Wealth Advisory Services LLC
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Personal CFO Solutions's TMB Position: Q2 2026 in Review

Personal CFO Solutions increased its Thornburg Multi Sector Bond ETF (TMB) stake by 4.9% in Q2 2026, buying an estimated $561K and bringing the position to 466,553 shares worth $11.8M. The position accounts for 1.71% of the portfolio, ranked #10.

Personal CFO Solutions first reported a position in TMB in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

  • Personal CFO Solutions held 466,553 shares of Thornburg Multi Sector Bond ETF worth $11.8M as of Q2 2026.
  • Personal CFO Solutions bought 22,001 Thornburg Multi Sector Bond ETF shares in Q2 2026, an estimated $561K.
  • Thornburg Multi Sector Bond ETF made up 1.71% of Personal CFO Solutions's portfolio in Q2 2026, its #10 holding.
  • Personal CFO Solutions first reported a position in Thornburg Multi Sector Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.