Carson Wealth (CWM LLC)’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Carson Wealth (CWM LLC)’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	-9	Closed	–	–	5536
2025 Q2	$0	Hold	9	–	–	﹤0.01%	5302
2025 Q1	$0	Hold	9	–	–	﹤0.01%	5200
2024 Q4	$0	Sell	9 -1,777	-99%	-$30K	﹤0.01%	5159
2024 Q3	$32K	Buy	+1,786	New	+$30K	﹤0.01%	3059
2024 Q1	–	Sell	-841	Closed	-$13K	–	4734
2023 Q4	$13K	Buy	+841	New	+$12.5K	﹤0.01%	3052

Other funds holding TBLD

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Carson Wealth (CWM LLC)'s TBLD Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q3 2025, closing a stake of 9 shares.

Carson Wealth (CWM LLC) first reported a position in TBLD in Q4 2023 and held it in 5 quarters. The position peaked at $32K in Q3 2024. 49 funds tracked by Wall St. Rank hold TBLD as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Thornburg Income Builder Opportunities Trust position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 9 Thornburg Income Builder Opportunities Trust shares in Q3 2025.
Carson Wealth (CWM LLC) first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2023 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Thornburg Income Builder Opportunities Trust position peaked at $32K in Q3 2024.
49 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.