Willow Financial’s Thornburg Core Plus Bond ETF TPLS Stock Holding History

Willow Financial’s Portfolio TPLS Stock Details TPLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.26M	Buy	248,384 +40,372	+19%	+$1.03M	6.34%	4
2025 Q4	$5.3M	Buy	+208,012	New	+$5.34M	5.38%	7

Other funds holding TPLS

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

Willow Financial's TPLS Position: Q1 2026 in Review

Willow Financial increased its Thornburg Core Plus Bond ETF (TPLS) stake by 19% in Q1 2026, buying an estimated $1.03M and bringing the position to 248,384 shares worth $6.26M. The position accounts for 6.34% of the portfolio, ranked #4.

Willow Financial first reported a position in TPLS in Q4 2025 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold TPLS as of Q1 2026.

Willow Financial held 248,384 shares of Thornburg Core Plus Bond ETF worth $6.26M as of Q1 2026.
Willow Financial bought 40,372 Thornburg Core Plus Bond ETF shares in Q1 2026, an estimated $1.03M.
Thornburg Core Plus Bond ETF made up 6.34% of Willow Financial's portfolio in Q1 2026, its #4 holding.
Willow Financial first reported a position in Thornburg Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
4 funds tracked by Wall St. Rank held Thornburg Core Plus Bond ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.