Envestnet Asset Management
TBLD

Envestnet Asset Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Envestnet Asset 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
2025
Q4 		– Sell
-10,418
Closed -$207K – 4659
2025
Q3 		$207K Buy
+10,418
New +$207K ﹤0.01% 4302
2022
Q2 		– Sell
-13,050
Closed -$223K – 4065
2022
Q1 		$223K Buy
+13,050
New +$234K ﹤0.01% 3630

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management's TBLD Position: Q4 2025 in Review

Envestnet Asset Management sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q4 2025, closing a stake of 10,418 shares — an estimated $207K sold.

Envestnet Asset Management first reported a position in TBLD in Q1 2022 and held it in 2 quarters. The position peaked at $223K in Q1 2022. 56 funds tracked by Wall St. Rank hold TBLD as of Q4 2025.

  • Envestnet Asset Management reported no remaining Thornburg Income Builder Opportunities Trust position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 10,418 Thornburg Income Builder Opportunities Trust shares in Q4 2025, an estimated $207K.
  • Envestnet Asset Management first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2022 and held it in 2 quarters.
  • Envestnet Asset Management's Thornburg Income Builder Opportunities Trust position peaked at $223K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.