TMB — THORNBURG ETF TR

Ownership history in PERSONAL CFO SOLUTIONS, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, 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
1.82% (2025 Q4)
Avg. % of fund
1.82%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 447,977 — — 1.82% $11.5M $25.48
% of Fund (quarterly)    TMB price (monthly, adj. close)

Other funds also holding TMB

As of 2025 Q4 — sorted by position size

Strid Group, LLC 3Y 7Y 1.75% D.B. Root & Company, LLC 3Y 7Y 1.05% 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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