WWA
TMB

WCG Wealth Advisors’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

WCG Wealth Advisors’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
Q1 		$44.3M Buy
+1,738,123
New +$44.6M 1.24% 15

Other funds holding TMB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

WCG Wealth Advisors's TMB Position: Q1 2026 in Review

WCG Wealth Advisors opened a new position in Thornburg Multi Sector Bond ETF (TMB) in Q1 2026: 1,738,123 shares worth $44.3M. The stake represents 1.24% of the portfolio and ranks #15 among its holdings.

28 funds tracked by Wall St. Rank hold TMB as of Q1 2026.

  • WCG Wealth Advisors held 1,738,123 shares of Thornburg Multi Sector Bond ETF worth $44.3M as of Q1 2026.
  • Thornburg Multi Sector Bond ETF was a new WCG Wealth Advisors position in Q1 2026.
  • Thornburg Multi Sector Bond ETF made up 1.24% of WCG Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • 28 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.