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

DKM 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 Q3	$19.8M	Buy	973,499 +15,726	+2%	+$342K	12.53%	1
2026 Q2	$21.1M	Sell	957,773 -6,800	-0.7%	-$149K	13.82%	1
2026 Q1	$20.4M	Buy	964,573 +11,581	+1%	+$247K	14.7%	1
2025 Q4	$19.2M	Buy	952,992 +11,919	+1%	+$238K	14.29%	1
2025 Q3	$18.7M	Sell	941,073 -14,090	-1%	-$279K	15.02%	1
2025 Q2	$18.7M	Sell	955,163 -19,380	-2%	-$352K	16.16%	1
2025 Q1	$17.5M	Sell	974,543 -2,862	-0.3%	-$49.3K	16.96%	1
2024 Q4	$15.9M	Buy	+977,405	New	+$16.5M	15.09%	1

Other funds holding TBLD

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Hicks Capital Management Columbus, Ohio $122M AUM 10.6% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

DKM Wealth Management's TBLD Position: Q3 2026 in Review

DKM Wealth Management increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 1.6% in Q3 2026, buying an estimated $342K and bringing the position to 973,499 shares worth $19.8M. The position accounts for 12.53% of the portfolio, ranked #1.

DKM Wealth Management first reported a position in TBLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.1M in Q2 2026. 12 funds tracked by Wall St. Rank hold TBLD as of Q3 2026.

DKM Wealth Management held 973,499 shares of Thornburg Income Builder Opportunities Trust worth $19.8M as of Q3 2026.
DKM Wealth Management bought 15,726 Thornburg Income Builder Opportunities Trust shares in Q3 2026, an estimated $342K.
Thornburg Income Builder Opportunities Trust made up 12.53% of DKM Wealth Management's portfolio in Q3 2026, its #1 holding.
DKM Wealth Management first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's Thornburg Income Builder Opportunities Trust position peaked at $21.1M in Q2 2026.
12 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.