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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

DKM Wealth Management's TBLD Position: Q1 2026 in Review

DKM Wealth Management increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 1.2% in Q1 2026, buying an estimated $247K and bringing the position to 964,573 shares worth $20.4M. The position accounts for 14.7% of the portfolio, ranked #1.

DKM Wealth Management first reported a position in TBLD in Q4 2024 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

DKM Wealth Management held 964,573 shares of Thornburg Income Builder Opportunities Trust worth $20.4M as of Q1 2026.
DKM Wealth Management bought 11,581 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $247K.
Thornburg Income Builder Opportunities Trust made up 14.7% of DKM Wealth Management's portfolio in Q1 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 6 quarters since.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.