Wealth Enhancement Advisory Services
TMB

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

Wealth Enhancement Advisory Services’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 		$216K Hold
8,533
– – ﹤0.01% 3514
2026
Q1 		$218K Sell
8,533
-4,176
-33% -$107K ﹤0.01% 3072
2025
Q4 		$326K Hold
12,709
– – ﹤0.01% 2852
2025
Q3 		$326K Hold
12,709
– – ﹤0.01% 2710
2025
Q2 		$322K Buy
+12,709
New +$320K ﹤0.01% 2581

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

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

Wealth Enhancement Advisory Services held its Thornburg Multi Sector Bond ETF (TMB) position steady in Q2 2026 at 8,533 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

Wealth Enhancement Advisory Services first reported a position in TMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $326K in Q3 2025. 31 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,533 shares of Thornburg Multi Sector Bond ETF worth $216K as of Q2 2026.
  • Wealth Enhancement Advisory Services left its Thornburg Multi Sector Bond ETF share count unchanged in Q2 2026.
  • Thornburg Multi Sector Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3514 holding.
  • Wealth Enhancement Advisory Services first reported a position in Thornburg Multi Sector Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Thornburg Multi Sector Bond ETF position peaked at $326K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.