Comerica Bank’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Comerica Bank’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 Q4	$486K	Buy	24,200 +600	+3%	+$12K	﹤0.01%	1876
2025 Q3	$469K	Buy	23,600 +17,400	+281%	+$345K	﹤0.01%	1923
2025 Q2	$122K	Hold	6,200	–	–	﹤0.01%	2526
2025 Q1	$111K	Buy	6,200 +600	+11%	+$10.3K	﹤0.01%	2540
2024 Q4	$91.2K	Hold	5,600	–	–	﹤0.01%	2630
2024 Q3	$99.8K	Sell	5,600 -3	-0.1%	-$50	﹤0.01%	2571
2024 Q2	$90.4K	Buy	5,603 +1,992	+55%	+$31.6K	﹤0.01%	2582
2024 Q1	$58.4K	Buy	3,611 +1	+0%	+$16	﹤0.01%	2713
2023 Q4	$56K	Sell	3,610 -2	-0.1%	-$30	﹤0.01%	2685
2023 Q3	$52.7K	Buy	+3,612	New	+$54.8K	﹤0.01%	2692

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Comerica Bank's TBLD Position: Q4 2025 in Review

Comerica Bank increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 2.5% in Q4 2025, buying an estimated $12K and bringing the position to 24,200 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Comerica Bank first reported a position in TBLD in Q3 2023 and has held it in 10 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q4 2025.

Comerica Bank held 24,200 shares of Thornburg Income Builder Opportunities Trust worth $486K as of Q4 2025.
Comerica Bank bought 600 Thornburg Income Builder Opportunities Trust shares in Q4 2025, an estimated $12K.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #1876 holding.
Comerica Bank first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2023 and has held it in 10 quarters since.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.