BMO
TBLD

Beck Mack & Oliver’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Beck Mack & Oliver’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
Q1 		– Sell
-10,000
Closed -$163K – 191
2024
Q4 		$163K Buy
+10,000
New +$169K ﹤0.01% 174

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Beck Mack & Oliver's TBLD Position: Q1 2025 in Review

Beck Mack & Oliver sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2025, closing a stake of 10,000 shares — an estimated $163K sold.

Beck Mack & Oliver first reported a position in TBLD in Q4 2024 and held it in 1 quarter. The position peaked at $163K in Q4 2024. 43 funds tracked by Wall St. Rank hold TBLD as of Q1 2025.

  • Beck Mack & Oliver reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2025 after selling out during the quarter.
  • Beck Mack & Oliver sold 10,000 Thornburg Income Builder Opportunities Trust shares in Q1 2025, an estimated $163K.
  • Beck Mack & Oliver first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2024 and held it in 1 quarter.
  • Beck Mack & Oliver's Thornburg Income Builder Opportunities Trust position peaked at $163K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2025.

Based on Beck Mack & Oliver's 13F filing for Q1 2025, filed 15 May 2025.