Blue Bell Private Wealth Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Blue Bell Private Wealth Management’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	$195K	Sell	9,204 -4,192	-31%	-$89.3K	0.03%	270
2025 Q4	$269K	Sell	13,396 -2,140	-14%	-$42.8K	0.04%	229
2025 Q3	$309K	Sell	15,536 -11,310	-42%	-$224K	0.05%	208
2025 Q2	$527K	Sell	26,846 -5,100	-16%	-$92.7K	0.09%	132
2025 Q1	$573K	Sell	31,946 -734	-2%	-$12.6K	0.11%	117
2024 Q4	$532K	Buy	32,680 +2,918	+10%	+$49.3K	0.1%	122
2024 Q3	$530K	Buy	29,762 +13,554	+84%	+$228K	0.1%	121
2024 Q2	$261K	Buy	16,208 +12,260	+311%	+$194K	0.05%	169
2024 Q1	$63.8K	Buy	+3,948	New	+$62.3K	0.01%	320

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

Blue Bell Private Wealth Management's TBLD Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 31% in Q1 2026, selling an estimated $89.3K and leaving 9,204 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #270.

Blue Bell Private Wealth Management first reported a position in TBLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $573K in Q1 2025. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Blue Bell Private Wealth Management held 9,204 shares of Thornburg Income Builder Opportunities Trust worth $195K as of Q1 2026.
Blue Bell Private Wealth Management sold 4,192 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $89.3K.
Thornburg Income Builder Opportunities Trust made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #270 holding.
Blue Bell Private Wealth Management first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2024 and has held it in 9 quarters since.
Blue Bell Private Wealth Management's Thornburg Income Builder Opportunities Trust position peaked at $573K in Q1 2025.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.