SWM
TMB

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

Spire 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
2026
Q2 		$148K Buy
5,835
+2,500
+75% +$63.7K ﹤0.01% 874
2026
Q1 		$85.1K Buy
3,335
+255
+8% +$6.55K ﹤0.01% 1019
2025
Q4 		$78.8K Buy
3,080
+9
+0.3% +$231 ﹤0.01% 1054
2025
Q3 		$78.7K Buy
+3,071
New +$78.4K ﹤0.01% 1078

Other funds holding TMB

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
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's TMB Position: Q2 2026 in Review

Spire Wealth Management increased its Thornburg Multi Sector Bond ETF (TMB) stake by 75% in Q2 2026, buying an estimated $63.7K and bringing the position to 5,835 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Spire Wealth Management first reported a position in TMB in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

  • Spire Wealth Management held 5,835 shares of Thornburg Multi Sector Bond ETF worth $148K as of Q2 2026.
  • Spire Wealth Management bought 2,500 Thornburg Multi Sector Bond ETF shares in Q2 2026, an estimated $63.7K.
  • Thornburg Multi Sector Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #874 holding.
  • Spire Wealth Management first reported a position in Thornburg Multi Sector Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.