Commonwealth Equity Services’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Commonwealth Equity Services’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 Q1	–	Sell	-20,440	Closed	-$411K	–	4445
2025 Q4	$411K	Sell	20,440 -3,800	-16%	-$76K	﹤0.01%	3344
2025 Q3	$482K	Buy	24,240 +1,455	+6%	+$28.8K	﹤0.01%	3206
2025 Q2	$447K	Sell	22,785 -250	-1%	-$4.55K	﹤0.01%	3248
2025 Q1	$413K	Buy	23,035 +950	+4%	+$16.4K	﹤0.01%	3199
2024 Q4	$360K	Buy	22,085 +3,152	+17%	+$53.3K	﹤0.01%	3253
2024 Q3	$337K	Sell	18,933 -5,602	-23%	-$94.2K	﹤0.01%	3250
2024 Q2	$396K	Buy	24,535 +2,900	+13%	+$46K	﹤0.01%	3045
2024 Q1	$350K	Hold	21,635	–	–	﹤0.01%	3132
2023 Q4	$336K	Sell	21,635 -2,425	-10%	-$35.9K	﹤0.01%	3082
2023 Q3	$351K	Buy	24,060 +7,910	+49%	+$120K	﹤0.01%	2894
2023 Q2	$246K	Buy	+16,150	New	+$246K	﹤0.01%	3211

Other funds holding TBLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services's TBLD Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2026, closing a stake of 20,440 shares — an estimated $411K sold.

Commonwealth Equity Services first reported a position in TBLD in Q2 2023 and held it in 11 quarters. The position peaked at $482K in Q3 2025. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Commonwealth Equity Services reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2026 after selling out during the quarter.
Commonwealth Equity Services sold 20,440 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $411K.
Commonwealth Equity Services first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2023 and held it in 11 quarters.
Commonwealth Equity Services's Thornburg Income Builder Opportunities Trust position peaked at $482K in Q3 2025.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.