CW
TBLD

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

Curio Wealth’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
Q2 		– Sell
-1
Closed -$2.85K – 395
2025
Q1 		$2.85K Sell
1
-174
-99% -$3K ﹤0.01% 289
2024
Q4 		$2.85K Buy
+175
New +$2.96K ﹤0.01% 257

Other funds holding TBLD

UBS Group
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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Curio Wealth's TBLD Position: Q2 2025 in Review

Curio Wealth sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2025, closing a stake of 1 share — an estimated $2.85K sold.

Curio Wealth first reported a position in TBLD in Q4 2024 and held it in 2 quarters. The position peaked at $2.85K in Q1 2025. 47 funds tracked by Wall St. Rank hold TBLD as of Q2 2025.

  • Curio Wealth reported no remaining Thornburg Income Builder Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Curio Wealth sold 1 Thornburg Income Builder Opportunities Trust share in Q2 2025, an estimated $2.85K.
  • Curio Wealth first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2024 and held it in 2 quarters.
  • Curio Wealth's Thornburg Income Builder Opportunities Trust position peaked at $2.85K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2025.

Based on Curio Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.