Clark Wealth Partners
TBLD icon

Clark Wealth Partners’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Clark Wealth Partners’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
Q3 		$13.4K Hold
660
– – 0.01% 227
2026
Q2 		$14.6K Hold
660
– – 0.01% 197
2026
Q1 		$14K Buy
+660
New +$14.1K 0.01% 223

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AW
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Raymond James Financial
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LPL Financial
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Advisors Asset Management
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Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Clark Wealth Partners's TBLD Position: Q3 2026 in Review

Clark Wealth Partners held its Thornburg Income Builder Opportunities Trust (TBLD) position steady in Q3 2026 at 660 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #227.

Clark Wealth Partners first reported a position in TBLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $14.6K in Q2 2026. 55 funds tracked by Wall St. Rank hold TBLD as of Q3 2026.

  • Clark Wealth Partners held 660 shares of Thornburg Income Builder Opportunities Trust worth $13.4K as of Q3 2026.
  • Clark Wealth Partners left its Thornburg Income Builder Opportunities Trust share count unchanged in Q3 2026.
  • Thornburg Income Builder Opportunities Trust made up 0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #227 holding.
  • Clark Wealth Partners first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2026 and has held it in 3 quarters since.
  • Clark Wealth Partners's Thornburg Income Builder Opportunities Trust position peaked at $14.6K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.