DWM
TBLD

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

Dakota Wealth Management’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 		$1.04M Sell
46,981
-245
-0.5% -$5.38K 0.02% 423
2026
Q1 		$999K Sell
47,226
-2,522
-5% -$53.7K 0.02% 401
2025
Q4 		$1,000K Buy
+49,748
New +$995K 0.02% 407

Other funds holding TBLD

UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dakota Wealth Management's TBLD Position: Q2 2026 in Review

Dakota Wealth Management reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 0.52% in Q2 2026, selling an estimated $5.38K and leaving 46,981 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #423.

Dakota Wealth Management first reported a position in TBLD in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Dakota Wealth Management held 46,981 shares of Thornburg Income Builder Opportunities Trust worth $1.04M as of Q2 2026.
  • Dakota Wealth Management sold 245 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $5.38K.
  • Thornburg Income Builder Opportunities Trust made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #423 holding.
  • Dakota Wealth Management first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.