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

Concurrent Investment 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
2026 Q2	$1.58M	Sell	71,540 -20,506	-22%	-$451K	0.01%	798
2026 Q1	$1.95M	Buy	92,046 +7,808	+9%	+$166K	0.02%	627
2025 Q4	$1.69M	Buy	84,238 +10,709	+15%	+$214K	0.02%	631
2025 Q3	$1.46M	Buy	73,529 +52,738	+254%	+$1.05M	0.03%	543
2025 Q2	$408K	Buy	+20,791	New	+$378K	0.01%	931

Other funds holding TBLD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concurrent Investment Advisors's TBLD Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 22% in Q2 2026, selling an estimated $451K and leaving 71,540 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #798.

Concurrent Investment Advisors first reported a position in TBLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.95M in Q1 2026. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Concurrent Investment Advisors held 71,540 shares of Thornburg Income Builder Opportunities Trust worth $1.58M as of Q2 2026.
Concurrent Investment Advisors sold 20,506 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $451K.
Thornburg Income Builder Opportunities Trust made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #798 holding.
Concurrent Investment Advisors first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2025 and has held it in 5 quarters since.
Concurrent Investment Advisors's Thornburg Income Builder Opportunities Trust position peaked at $1.95M in Q1 2026.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.