WIM
TMB

Westside Investment Management’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

Westside Investment 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 		$2.62M Buy
103,263
+32,290
+45% +$823K 0.34% 71
2026
Q1 		$1.81M Buy
70,973
+53,173
+299% +$1.37M 0.28% 91
2025
Q4 		$455K Buy
+17,800
New +$458K 0.07% 182

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

Westside Investment Management's TMB Position: Q2 2026 in Review

Westside Investment Management increased its Thornburg Multi Sector Bond ETF (TMB) stake by 45% in Q2 2026, buying an estimated $823K and bringing the position to 103,263 shares worth $2.62M. The position accounts for 0.34% of the portfolio, ranked #71.

Westside Investment Management first reported a position in TMB in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold TMB as of Q2 2026.

  • Westside Investment Management held 103,263 shares of Thornburg Multi Sector Bond ETF worth $2.62M as of Q2 2026.
  • Westside Investment Management bought 32,290 Thornburg Multi Sector Bond ETF shares in Q2 2026, an estimated $823K.
  • Thornburg Multi Sector Bond ETF made up 0.34% of Westside Investment Management's portfolio in Q2 2026, its #71 holding.
  • Westside Investment Management first reported a position in Thornburg Multi Sector Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.