Spartan Wealth Advisory Services LLC Acquires New Position in Thornburg Multi Sector Bond ETF $TMB

Spartan Wealth Advisory Services LLC acquired a new stake in Thornburg Multi Sector Bond ETF (NASDAQ:TMB) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 376,343 shares of the company’s stock, valued at approximately $9,601,000. Thornburg Multi Sector Bond ETF comprises about 0.8% of Spartan Wealth Advisory Services LLC’s portfolio, making the stock its 29th largest position. Spartan Wealth Advisory Services LLC owned approximately 5.34% of Thornburg Multi Sector Bond ETF at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Personal CFO Solutions LLC acquired a new position in shares of Thornburg Multi Sector Bond ETF during the 4th quarter worth approximately $11,459,000. Flynn Zito Capital Management LLC acquired a new stake in shares of Thornburg Multi Sector Bond ETF in the first quarter valued at approximately $4,243,000. Cornerstone Wealth Group LLC increased its holdings in shares of Thornburg Multi Sector Bond ETF by 94.6% in the first quarter. Cornerstone Wealth Group LLC now owns 137,692 shares of the company’s stock valued at $3,522,000 after purchasing an additional 66,932 shares during the last quarter. Clay Northam Wealth Management LLC increased its holdings in shares of Thornburg Multi Sector Bond ETF by 344.8% in the fourth quarter. Clay Northam Wealth Management LLC now owns 55,150 shares of the company’s stock valued at $1,411,000 after purchasing an additional 42,750 shares during the last quarter. Finally, D.B. Root & Company LLC lifted its position in Thornburg Multi Sector Bond ETF by 33.2% during the fourth quarter. D.B. Root & Company LLC now owns 167,933 shares of the company’s stock worth $4,296,000 after buying an additional 41,873 shares in the last quarter.

Thornburg Multi Sector Bond ETF Price Performance

NASDAQ TMB opened at $25.40 on Friday. The stock’s fifty day moving average is $25.41 and its two-hundred day moving average is $25.56. Thornburg Multi Sector Bond ETF has a fifty-two week low of $25.23 and a fifty-two week high of $26.52.

Thornburg Multi Sector Bond ETF Cuts Dividend

The business also recently announced a monthly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 29th were paid a $0.0889 dividend. The ex-dividend date of this dividend was Monday, June 29th. This represents a c) dividend on an annualized basis and a dividend yield of 4.2%.

About Thornburg Multi Sector Bond ETF

The Thornburg Multi Sector Bond ETF (TMB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed, seeking total returns b through investments in the broad fixed-income market. Securities may be of any credit quality and maturity from around the globe TMB was launched on Feb 5, 2025 and is issued by Thornburg.