Brown Advisory
TBLD

Brown Advisory’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Brown Advisory’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 		$289K Hold
13,720
– – ﹤0.01% 1224
2025
Q4 		$276K Hold
13,720
– – ﹤0.01% 1237
2025
Q3 		$273K Hold
13,720
– – ﹤0.01% 1234
2025
Q2 		$269K Hold
13,720
– – ﹤0.01% 1195
2025
Q1 		$246K Hold
13,720
– – ﹤0.01% 1198
2024
Q4 		$223K Sell
13,720
-1,000
-7% -$16.9K ﹤0.01% 1253
2024
Q3 		$262K Hold
14,720
– – ﹤0.01% 1135
2024
Q2 		$237K Sell
14,720
-400
-3% -$6.34K ﹤0.01% 1131
2024
Q1 		$244K Hold
15,120
– – ﹤0.01% 1123
2023
Q4 		$235K Hold
15,120
– – ﹤0.01% 1124
2023
Q3 		$221K Hold
15,120
– – ﹤0.01% 1094
2023
Q2 		$230K Buy
15,120
+100
+0.7% +$1.53K ﹤0.01% 1079
2023
Q1 		$234K Buy
+15,020
New +$227K ﹤0.01% 1093

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return