Principia Wealth Advisory’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Principia Wealth Advisory’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	$345K	Buy	13,496 +192	+1%	+$4.94K	0.22%	55
2025 Q3	$341K	Buy	13,304 +2,247	+20%	+$57.3K	0.24%	56
2025 Q2	$281K	Buy	+11,057	New	+$279K	0.24%	49

Other funds holding TMB

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return

Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return

Clay Northam Wealth Management Huntington Beach, California $178M AUM 26.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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