EPW
TBLD

Evolve Private Wealth’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Evolve Private Wealth’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 		$1.72M Sell
77,958
-5,892
-7% -$129K 0.11% 171
2026
Q1 		$1.77M Buy
83,850
+32
+0% +$682 0.09% 208
2025
Q4 		$1.69M Buy
+83,818
New +$1.68M 0.1% 192

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evolve Private Wealth's TBLD Position: Q2 2026 in Review

Evolve Private Wealth reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 7% in Q2 2026, selling an estimated $129K and leaving 77,958 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #171.

Evolve Private Wealth first reported a position in TBLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q1 2026. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Evolve Private Wealth held 77,958 shares of Thornburg Income Builder Opportunities Trust worth $1.72M as of Q2 2026.
  • Evolve Private Wealth sold 5,892 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $129K.
  • Thornburg Income Builder Opportunities Trust made up 0.11% of Evolve Private Wealth's portfolio in Q2 2026, its #171 holding.
  • Evolve Private Wealth first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Thornburg Income Builder Opportunities Trust position peaked at $1.77M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.