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
2026 Q2	$333K	Sell	13,130 -346	-3%	-$8.82K	0.17%	60
2026 Q1	$344K	Sell	13,476 -20	-0.1%	-$514	0.19%	58
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

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Principia Wealth Advisory's TMB Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Thornburg Multi Sector Bond ETF (TMB) stake by 2.6% in Q2 2026, selling an estimated $8.82K and leaving 13,130 shares worth $333K. The position accounts for 0.17% of the portfolio, ranked #60.

Principia Wealth Advisory first reported a position in TMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $345K in Q4 2025. 32 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

Principia Wealth Advisory held 13,130 shares of Thornburg Multi Sector Bond ETF worth $333K as of Q2 2026.
Principia Wealth Advisory sold 346 Thornburg Multi Sector Bond ETF shares in Q2 2026, an estimated $8.82K.
Thornburg Multi Sector Bond ETF made up 0.17% of Principia Wealth Advisory's portfolio in Q2 2026, its #60 holding.
Principia Wealth Advisory first reported a position in Thornburg Multi Sector Bond ETF in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Thornburg Multi Sector Bond ETF position peaked at $345K in Q4 2025.
32 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.