DC
TBLD

Davenport & Co’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Davenport & Co’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 		$433K Buy
19,635
+1,385
+8% +$30.4K ﹤0.01% 1071
2026
Q1 		$386K Buy
+18,250
New +$389K ﹤0.01% 1038

Other funds holding TBLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return