Brown Brothers Harriman & Co’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Brown Brothers Harriman & Co’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 Q2	$265K	Hold	12,023	–	–	﹤0.01%	820
2026 Q1	$254K	Hold	12,023	–	–	﹤0.01%	769
2025 Q4	$242K	Hold	12,023	–	–	﹤0.01%	714
2025 Q3	$239K	Hold	12,023	–	–	﹤0.01%	644
2025 Q2	$236K	Buy	+12,023	New	+$219K	﹤0.01%	599

Other funds holding TBLD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Brothers Harriman & Co's TBLD Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its Thornburg Income Builder Opportunities Trust (TBLD) position steady in Q2 2026 at 12,023 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Brown Brothers Harriman & Co first reported a position in TBLD in Q2 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Brown Brothers Harriman & Co held 12,023 shares of Thornburg Income Builder Opportunities Trust worth $265K as of Q2 2026.
Brown Brothers Harriman & Co left its Thornburg Income Builder Opportunities Trust share count unchanged in Q2 2026.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #820 holding.
Brown Brothers Harriman & Co first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2025 and has held it in 5 quarters since.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.