AA
TBLD

Advisory Advocates’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Advisory Advocates’s Portfolio TBLD Stock Details TBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$761K Buy
34,470
+4,850
+16% +$107K 0.65% 40
2026
Q1 		$626K Buy
29,620
+3,420
+13% +$72.9K 0.64% 56
2025
Q4 		$527K Buy
+26,200
New +$524K 0.52% 67

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Advocates's TBLD Position: Q2 2026 in Review

Advisory Advocates increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 16% in Q2 2026, buying an estimated $107K and bringing the position to 34,470 shares worth $761K. The position accounts for 0.65% of the portfolio, ranked #40.

Advisory Advocates first reported a position in TBLD in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Advisory Advocates held 34,470 shares of Thornburg Income Builder Opportunities Trust worth $761K as of Q2 2026.
  • Advisory Advocates bought 4,850 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $107K.
  • Thornburg Income Builder Opportunities Trust made up 0.65% of Advisory Advocates's portfolio in Q2 2026, its #40 holding.
  • Advisory Advocates first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.