PCS
TMB

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
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 $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 $807M AUM 18.59% 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 $313M AUM 22.75% 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
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

Personal CFO Solutions's TMB Position: Q1 2026 in Review

Personal CFO Solutions reduced its Thornburg Multi Sector Bond ETF (TMB) stake by 0.76% in Q1 2026, selling an estimated $87.9K and leaving 444,552 shares worth $11.3M. The position accounts for 1.59% of the portfolio, ranked #12.

Personal CFO Solutions first reported a position in TMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.5M in Q4 2025. 28 funds tracked by Wall St. Rank hold TMB as of Q1 2026.

  • Personal CFO Solutions held 444,552 shares of Thornburg Multi Sector Bond ETF worth $11.3M as of Q1 2026.
  • Personal CFO Solutions sold 3,425 Thornburg Multi Sector Bond ETF shares in Q1 2026, an estimated $87.9K.
  • Thornburg Multi Sector Bond ETF made up 1.59% of Personal CFO Solutions's portfolio in Q1 2026, its #12 holding.
  • Personal CFO Solutions first reported a position in Thornburg Multi Sector Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Personal CFO Solutions's Thornburg Multi Sector Bond ETF position peaked at $11.5M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.