Cambridge Investment Research Advisors’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Cambridge Investment Research Advisors’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	$846K	Sell	38,344 -15	-0%	-$330	﹤0.01%	2271
2026 Q1	$811K	Buy	38,359 +4,553	+13%	+$97K	﹤0.01%	2355
2025 Q4	$679K	Hold	33,806	–	–	﹤0.01%	2441
2025 Q3	$672K	Buy	33,806 +2,890	+9%	+$57.3K	﹤0.01%	2396
2025 Q2	$607K	Sell	30,916 -3,979	-11%	-$72.4K	﹤0.01%	2366
2025 Q1	$626K	Sell	34,895 -968	-3%	-$16.7K	﹤0.01%	2234
2024 Q4	$584K	Buy	35,863 +1,742	+5%	+$29.4K	﹤0.01%	2292
2024 Q3	$608K	Buy	+34,121	New	+$574K	﹤0.01%	2246

Other funds holding TBLD

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return

Cambridge Investment Research Advisors's TBLD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 0.04% in Q2 2026, selling an estimated $330 and leaving 38,344 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Cambridge Investment Research Advisors first reported a position in TBLD in Q3 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Cambridge Investment Research Advisors held 38,344 shares of Thornburg Income Builder Opportunities Trust worth $846K as of Q2 2026.
Cambridge Investment Research Advisors sold 15 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $330.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2271 holding.
Cambridge Investment Research Advisors first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2024 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.