AIP
TBLD

Ahrens Investment Partners’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$114K Buy
+7,300
New +$110K 0.06% 205
2022
Q4 		– Sell
-27,382
Closed -$349K – 193
2022
Q3 		$349K Buy
+27,382
New +$400K 0.18% 98

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Ahrens Investment Partners's TBLD Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2023: 7,300 shares worth $114K. The stake represents 0.06% of the portfolio and ranks #205 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in TBLD as recently as Q3 2022.

Ahrens Investment Partners first reported a position in TBLD in Q3 2022 and has held it in 2 quarters since. The position peaked at $349K in Q3 2022. 32 funds tracked by Wall St. Rank hold TBLD as of Q1 2023.

  • Ahrens Investment Partners held 7,300 shares of Thornburg Income Builder Opportunities Trust worth $114K as of Q1 2023.
  • Thornburg Income Builder Opportunities Trust was a new Ahrens Investment Partners position in Q1 2023.
  • Thornburg Income Builder Opportunities Trust made up 0.06% of Ahrens Investment Partners's portfolio in Q1 2023, its #205 holding.
  • Ahrens Investment Partners first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2022 and has held it in 2 quarters since.
  • Ahrens Investment Partners's Thornburg Income Builder Opportunities Trust position peaked at $349K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.