AFG
TBLD

Allegheny Financial Group’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Allegheny Financial Group’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 		$277K Buy
+12,546
New +$276K 0.03% 246

Other funds holding TBLD

Wealth Enhancement Advisory Services
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Allegheny Financial Group's TBLD Position: Q2 2026 in Review

Allegheny Financial Group opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2026: 12,546 shares worth $277K. The stake represents 0.03% of the portfolio and ranks #246 among its holdings.

11 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Allegheny Financial Group held 12,546 shares of Thornburg Income Builder Opportunities Trust worth $277K as of Q2 2026.
  • Thornburg Income Builder Opportunities Trust was a new Allegheny Financial Group position in Q2 2026.
  • Thornburg Income Builder Opportunities Trust made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #246 holding.
  • 11 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.