Citadel Advisors
TBLD

Citadel Advisors’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Citadel 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
2025
Q1 		– Sell
-10,158
Closed -$165K – 15540
2024
Q4 		$165K Buy
+10,158
New +$172K ﹤0.01% 10736

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
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
SCM
Saba Capital Management New York $3.62B AUM 13% 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
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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Citadel Advisors's TBLD Position: Q1 2025 in Review

Citadel Advisors sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2025, closing a stake of 10,158 shares — an estimated $165K sold.

Citadel Advisors first reported a position in TBLD in Q4 2024 and held it in 1 quarter. The position peaked at $165K in Q4 2024. 43 funds tracked by Wall St. Rank hold TBLD as of Q1 2025.

  • Citadel Advisors reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 10,158 Thornburg Income Builder Opportunities Trust shares in Q1 2025, an estimated $165K.
  • Citadel Advisors first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2024 and held it in 1 quarter.
  • Citadel Advisors's Thornburg Income Builder Opportunities Trust position peaked at $165K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.