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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DKM Wealth Management reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 0.7% in Q2 2026, selling an estimated $149K and leaving 957,773 shares worth $21.1M. The position accounts for 13.82% of the portfolio, ranked #1.

DKM Wealth Management first reported a position in TBLD in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

DKM Wealth Management held 957,773 shares of Thornburg Income Builder Opportunities Trust worth $21.1M as of Q2 2026.
DKM Wealth Management sold 6,800 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $149K.
Thornburg Income Builder Opportunities Trust made up 13.82% of DKM Wealth Management's portfolio in Q2 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 7 quarters since.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.