BTI
TBLD

Blue Trust Inc’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-500
Closed -$9.81K – 2679
2025
Q2 		$9.81K Buy
+500
New +$9.09K ﹤0.01% 1879

Other funds holding TBLD

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DWM
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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
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 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

Blue Trust Inc's TBLD Position: Q3 2025 in Review

Blue Trust Inc sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q3 2025, closing a stake of 500 shares — an estimated $9.81K sold.

Blue Trust Inc first reported a position in TBLD in Q2 2025 and held it in 1 quarter. The position peaked at $9.81K in Q2 2025. 49 funds tracked by Wall St. Rank hold TBLD as of Q3 2025.

  • Blue Trust Inc reported no remaining Thornburg Income Builder Opportunities Trust position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 500 Thornburg Income Builder Opportunities Trust shares in Q3 2025, an estimated $9.81K.
  • Blue Trust Inc first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2025 and held it in 1 quarter.
  • Blue Trust Inc's Thornburg Income Builder Opportunities Trust position peaked at $9.81K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.