WCG Wealth Advisors
TMB icon

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
Q2 		$54.2M Buy
2,136,587
+398,464
+23% +$10.2M 1.28% 13
2026
Q1 		$44.3M Buy
+1,738,123
New +$44.6M 1.24% 15

Other funds holding TMB

Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Personal CFO Solutions
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
GGM Financials
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Spartan Wealth Advisory Services LLC
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
D.B. Root & Company
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
Flynn Zito Capital Management
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

WCG Wealth Advisors's TMB Position: Q2 2026 in Review

WCG Wealth Advisors increased its Thornburg Multi Sector Bond ETF (TMB) stake by 23% in Q2 2026, buying an estimated $10.2M and bringing the position to 2,136,587 shares worth $54.2M. The position accounts for 1.28% of the portfolio, ranked #13.

WCG Wealth Advisors first reported a position in TMB in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

  • WCG Wealth Advisors held 2,136,587 shares of Thornburg Multi Sector Bond ETF worth $54.2M as of Q2 2026.
  • WCG Wealth Advisors bought 398,464 Thornburg Multi Sector Bond ETF shares in Q2 2026, an estimated $10.2M.
  • Thornburg Multi Sector Bond ETF made up 1.28% of WCG Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • WCG Wealth Advisors first reported a position in Thornburg Multi Sector Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.