TMB — THORNBURG ETF TR

Ownership history in D.B. Root & Company, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which D.B. Root & Company, LLC reported a position in THORNBURG ETF TR (TMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.05% (2025 Q4)
Avg. % of fund
0.65%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 167,933 +41,873 +33.2% 1.05% $4.3M $25.48
2025 Q3 ADDED 126,060 +116,812 +1263.1% 0.82% $3.2M $25.18
2025 Q2 INITIATED 9,248 — — 0.07% $235K $24.75
% of Fund (quarterly)    TMB price (monthly, adj. close)

Other funds also holding TMB

As of 2025 Q4 — sorted by position size

PERSONAL CFO SOLUTIONS, LLC 3Y 1.82% Strid Group, LLC 3Y 7Y 1.75% Integrity Wealth Solutions LLC 0.9% Clay Northam Wealth Management, LLC 3Y 0.78% Empire Financial Management Company, LLC 0.31% Cornerstone Wealth Group, LLC 3Y 0.12% HERITAGE OAK WEALTH ADVISORS LLC 0.08% Westside Investment Management, Inc. 3Y 7Y 0.07% Sunbelt Securities, Inc. 3Y 7Y 0.01% IFP Advisors, Inc 3Y 7Y 0.01%
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