Bank of America’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Bank of America’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 Q1	–	Sell	-13,407	Closed	-$269K	–	6794
2025 Q4	$269K	Sell	13,407 -45	-0.3%	-$900	﹤0.01%	5201
2025 Q3	$268K	Buy	13,452 +7,343	+120%	+$146K	﹤0.01%	6140
2025 Q2	$120K	Buy	+6,109	New	+$111K	﹤0.01%	6438
2024 Q3	–	Sell	-21,200	Closed	-$342K	–	8401
2024 Q2	$342K	Buy	21,200 +19,433	+1,100%	+$308K	﹤0.01%	5571
2024 Q1	$28.6K	Buy	+1,767	New	+$27.9K	﹤0.01%	6678
2023 Q4	–	Sell	-9,135	Closed	-$133K	–	8220
2023 Q3	$133K	Sell	9,135 -3,365	-27%	-$51.1K	﹤0.01%	6117
2023 Q2	$190K	Buy	+12,500	New	+$191K	﹤0.01%	5866
2023 Q1	–	Sell	-156	Closed	-$2.23K	–	8262
2022 Q4	$2.23K	Sell	156 -1,094	-88%	-$15.2K	﹤0.01%	7230
2022 Q3	$16K	Hold	1,250	–	–	﹤0.01%	7112
2022 Q2	$18K	Sell	1,250 -750	-38%	-$11.7K	﹤0.01%	7215
2022 Q1	$34K	Sell	2,000 -1,300	-39%	-$23.3K	﹤0.01%	7324
2021 Q4	$62K	Buy	+3,300	New	+$63.8K	﹤0.01%	7115

Other funds holding TBLD

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America's TBLD Position: Q1 2026 in Review

Bank of America sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2026, closing a stake of 13,407 shares — an estimated $269K sold.

Bank of America first reported a position in TBLD in Q4 2021 and held it in 12 quarters. The position peaked at $342K in Q2 2024. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Bank of America reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2026 after selling out during the quarter.
Bank of America sold 13,407 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $269K.
Bank of America first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2021 and held it in 12 quarters.
Bank of America's Thornburg Income Builder Opportunities Trust position peaked at $342K in Q2 2024.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.