Concurrent Investment Advisors 13F: New $20M Stake in TMB
Concurrent Investment Advisors has opened a new position in the Thornburg Multi Sector Bond ETF, acquiring over 810,000 shares valued at nearly $20 million.
Reviewed by automated data checks against the source filing. How we make and check alerts
Concurrent Investment Advisors opened a new position of 810,863 shares in Thornburg Multi Sector Bond ETF ($TMB), according to a 13F filing with the SEC dated October 16, 2026. It reported 810,863 shares worth $19.93 million at the end of the quarter.
Find the original: Concurrent Investment Advisors 13F filings on SEC EDGAR
TMB
Thornburg Multi Sector Bond ETF
Key Points
- Concurrent Investment Advisors opened a new position in Thornburg Multi Sector Bond ETF (TMB) on October 16, 2026, acquiring 810,863 shares worth about $19.9 million.
- As of October 16, 2026, TMB recently traded around $24.82, which is below its 50-day and 200-day moving averages, suggesting some recent weakness.
- The Thornburg Multi Sector Bond ETF currently offers a dividend yield of 4.43%, which may attract income-focused investors.
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Not investment advice. TradeTexts is not a registered investment adviser, and this automated Thornburg Multi Sector Bond ETF alert may contain errors. Disclosures
Concurrent Investment Advisors disclosed on October 16, 2026, that it has opened a new position in the Thornburg Multi Sector Bond ETF (TMB) by acquiring 810,863 shares valued at approximately $19.9 million. This filing reflects the fund's holdings as of the end of the reporting quarter and may not represent its current position.
What Changed in Concurrent Investment Advisors's Thornburg Multi Sector Bond ETF Position
Concurrent Investment Advisors took a new stake in TMB, purchasing 810,863 shares. The new buy indicates that the firm sees value in this bond ETF, which focuses on a broad range of income-producing investments, particularly debt obligations.
Other Institutional Activity in Thornburg Multi Sector Bond ETF
There are no other reported institutional activities in Thornburg Multi Sector Bond ETF at this time.
Thornburg Multi Sector Bond ETF Stock Holds Steady
On October 16, 2026, TMB recently traded around $24.82. This price is below its 50-day moving average of about $24.99 and its 200-day average of approximately $25.39. The ETF is also trading about 6.4% below its 52-week high of $26.52, though it remains above its 52-week low of $24.42.
Dividend
The Thornburg Multi Sector Bond ETF currently offers a dividend yield of 4.43%, appealing to investors looking for income.
Insider Buying and Selling at Thornburg Multi Sector Bond ETF
There are no reported insider transactions for TMB at this time.
About Thornburg Multi Sector Bond ETF
The Thornburg Multi Sector Bond ETF seeks to generate income through investments in a variety of debt obligations. The fund manager can invest in various types of debt, regardless of quality or maturity, making it a flexible option for income investors.
Bottom Line
As of the latest filing, Concurrent Investment Advisors holds a new position in TMB, which may reflect a strategic move to capitalize on potential income opportunities. Keep an eye on future filings for any changes in this position, and watch for further updates regarding the fund's performance.
Related Filing Alerts
Source: Concurrent Investment Advisors's 13F filing on $TMB (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Concurrent Investment Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts