AF
TBLD

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

Allworth Financial’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
2025
Q2 		– Sell
-1,500
Closed -$26.7K – 4669
2025
Q1 		$26.7K Buy
+1,500
New +$25.8K ﹤0.01% 1904

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial's TBLD Position: Q2 2025 in Review

Allworth Financial sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2025, closing a stake of 1,500 shares — an estimated $26.7K sold.

Allworth Financial first reported a position in TBLD in Q1 2025 and held it in 1 quarter. The position peaked at $26.7K in Q1 2025. 47 funds tracked by Wall St. Rank hold TBLD as of Q2 2025.

  • Allworth Financial reported no remaining Thornburg Income Builder Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Allworth Financial sold 1,500 Thornburg Income Builder Opportunities Trust shares in Q2 2025, an estimated $26.7K.
  • Allworth Financial first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2025 and held it in 1 quarter.
  • Allworth Financial's Thornburg Income Builder Opportunities Trust position peaked at $26.7K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.