Atlas Wealth’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Atlas Wealth’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	$15.7M	Buy	+710,893	New	+$15.6M	2.24%	9
2024 Q3	–	Sell	-347,704	Closed	-$5.68M	–	146
2024 Q2	$5.68M	Buy	+347,704	New	+$5.51M	0.67%	42
2023 Q4	–	Sell	-338,122	Closed	-$4.94M	–	134
2023 Q3	$4.94M	Sell	338,122 -1,056	-0.3%	-$16K	0.92%	30
2023 Q2	$5.23M	Buy	339,178 +6,289	+2%	+$96K	0.96%	30
2023 Q1	$5.2M	Buy	332,889 +12,287	+4%	+$185K	1.02%	27
2022 Q4	$4.58M	Buy	+320,602	New	+$4.45M	1.23%	22

Other funds holding TBLD

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlas Wealth's TBLD Position: Q2 2026 in Review

Atlas Wealth opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2026: 710,893 shares worth $15.7M. The stake represents 2.24% of the portfolio and ranks #9 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in TBLD as recently as Q2 2024.

Atlas Wealth first reported a position in TBLD in Q4 2022 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Atlas Wealth held 710,893 shares of Thornburg Income Builder Opportunities Trust worth $15.7M as of Q2 2026.
Thornburg Income Builder Opportunities Trust was a new Atlas Wealth position in Q2 2026.
Thornburg Income Builder Opportunities Trust made up 2.24% of Atlas Wealth's portfolio in Q2 2026, its #9 holding.
Atlas Wealth first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2022 and has held it in 6 quarters since.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.