PPWM
TMB

PFG Private Wealth Management’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

PFG Private Wealth Management’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
2025
Q4 		– Sell
-67,748
Closed -$1.74M – 168
2025
Q3 		$1.74M Buy
+67,748
New +$1.73M 0.77% 37

Other funds holding TMB

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
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $178M AUM 26.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFG Private Wealth Management's TMB Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Thornburg Multi Sector Bond ETF (TMB) in Q4 2025, closing a stake of 67,748 shares — an estimated $1.74M sold.

PFG Private Wealth Management first reported a position in TMB in Q3 2025 and held it in 1 quarter. The position peaked at $1.74M in Q3 2025. 22 funds tracked by Wall St. Rank hold TMB as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Thornburg Multi Sector Bond ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 67,748 Thornburg Multi Sector Bond ETF shares in Q4 2025, an estimated $1.74M.
  • PFG Private Wealth Management first reported a position in Thornburg Multi Sector Bond ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Thornburg Multi Sector Bond ETF position peaked at $1.74M in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.