SWASL
TMB

Spartan Wealth Advisory Services LLC’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$10.1M Buy
398,936
+22,593
+6% +$576K 0.83% 31
2026
Q1 		$9.6M Buy
+376,343
New +$9.66M 0.84% 29

Other funds holding TMB

WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 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
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
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's TMB Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Thornburg Multi Sector Bond ETF (TMB) stake by 6% in Q2 2026, buying an estimated $576K and bringing the position to 398,936 shares worth $10.1M. The position accounts for 0.83% of the portfolio, ranked #31.

Spartan Wealth Advisory Services LLC first reported a position in TMB in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 398,936 shares of Thornburg Multi Sector Bond ETF worth $10.1M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 22,593 Thornburg Multi Sector Bond ETF shares in Q2 2026, an estimated $576K.
  • Thornburg Multi Sector Bond ETF made up 0.83% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #31 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Thornburg Multi Sector Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.