DWM
TBLD

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.7M Sell
955,163
-19,380
-2% -$380K 16.16% 1
2025
Q1 		$17.5M Sell
974,543
-2,862
-0.3% -$51.3K 16.96% 1
2024
Q4 		$15.9M Buy
+977,405
New +$15.9M 15.09% 1