Winch Advisory Services’s Thrivent Core Plus Bond ETF TCPB Stock Holding History

Winch Advisory Services’s Portfolio TCPB Stock Details TCPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-541	Closed	-$27.4K	–	569
2026 Q1	$27.4K	Buy	+541	New	+$27.8K	0.01%	226

Other funds holding TCPB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Winch Advisory Services's TCPB Position: Q2 2026 in Review

Winch Advisory Services sold out of Thrivent Core Plus Bond ETF (TCPB) in Q2 2026, closing a stake of 541 shares — an estimated $27.4K sold.

Winch Advisory Services first reported a position in TCPB in Q1 2026 and held it in 1 quarter. The position peaked at $27.4K in Q1 2026. 2 funds tracked by Wall St. Rank hold TCPB as of Q2 2026.

Winch Advisory Services reported no remaining Thrivent Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
Winch Advisory Services sold 541 Thrivent Core Plus Bond ETF shares in Q2 2026, an estimated $27.4K.
Winch Advisory Services first reported a position in Thrivent Core Plus Bond ETF in Q1 2026 and held it in 1 quarter.
Winch Advisory Services's Thrivent Core Plus Bond ETF position peaked at $27.4K in Q1 2026.
2 funds tracked by Wall St. Rank held Thrivent Core Plus Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.