BFWM
TBLD

Bright Futures Wealth Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-11,135
Closed -$193K – 220
2024
Q3 		$193K Sell
11,135
-500
-4% -$8.41K 0.09% 215
2024
Q2 		$189K Hold
11,635
– – 0.1% 201
2024
Q1 		$186K Buy
+11,635
New +$184K 0.1% 201

Other funds holding TBLD

UBS Group
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
SCM
Saba Capital Management New York $3.62B AUM 13% 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
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
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

Bright Futures Wealth Management's TBLD Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q4 2024, closing a stake of 11,135 shares — an estimated $193K sold.

Bright Futures Wealth Management first reported a position in TBLD in Q1 2024 and held it in 3 quarters. The position peaked at $193K in Q3 2024. 52 funds tracked by Wall St. Rank hold TBLD as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Thornburg Income Builder Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 11,135 Thornburg Income Builder Opportunities Trust shares in Q4 2024, an estimated $193K.
  • Bright Futures Wealth Management first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Thornburg Income Builder Opportunities Trust position peaked at $193K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.