Financial Management Network’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Financial Management Network’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 Q3	$982K	Buy	48,612 +235	+0.5%	+$5.11K	0.14%	94
2026 Q2	$1.07M	Buy	48,377 +4,206	+10%	+$92.4K	0.15%	91
2026 Q1	$966K	Buy	44,171 +140	+0.3%	+$2.98K	0.15%	88
2025 Q4	$889K	Sell	44,031 -549	-1%	-$11K	0.14%	92
2025 Q3	$898K	Buy	44,580 +953	+2%	+$18.9K	0.15%	90
2025 Q2	$865K	Buy	43,627 +235	+0.5%	+$4.27K	0.16%	86
2025 Q1	$725K	Buy	43,392 +6,603	+18%	+$114K	0.16%	84
2024 Q4	$603K	Sell	36,789 -7,222	-16%	-$122K	0.13%	96
2024 Q3	$770K	Sell	44,011 -4,246	-9%	-$71.4K	0.16%	86
2024 Q2	$794K	Sell	48,257 -11,832	-20%	-$188K	0.19%	78
2024 Q1	$960K	Buy	60,089 +4	+0%	+$63	0.24%	68
2023 Q4	$937K	Buy	60,085 +4,359	+8%	+$64.5K	0.27%	58
2023 Q3	$801K	Sell	55,726 -938	-2%	-$14.2K	0.27%	62
2023 Q2	$863K	Buy	56,664 +2,584	+5%	+$39.4K	0.3%	62
2023 Q1	$840K	Sell	54,080 -306	-0.6%	-$4.62K	0.34%	55
2022 Q4	$783K	Sell	54,386 -13,666	-20%	-$190K	0.35%	58
2022 Q3	$936K	Buy	68,052 +38,746	+132%	+$566K	0.46%	50
2022 Q2	$426K	Buy	29,306 +14,893	+103%	+$233K	0.23%	82
2022 Q1	$247K	Buy	+14,413	New	+$259K	0.13%	102

Other funds holding TBLD

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Hicks Capital Management Columbus, Ohio $122M AUM 10.6% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Financial Management Network's TBLD Position: Q3 2026 in Review

Financial Management Network increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 0.49% in Q3 2026, buying an estimated $5.11K and bringing the position to 48,612 shares worth $982K. The position accounts for 0.14% of the portfolio, ranked #94.

Financial Management Network first reported a position in TBLD in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.07M in Q2 2026. 11 funds tracked by Wall St. Rank hold TBLD as of Q3 2026.

Financial Management Network held 48,612 shares of Thornburg Income Builder Opportunities Trust worth $982K as of Q3 2026.
Financial Management Network bought 235 Thornburg Income Builder Opportunities Trust shares in Q3 2026, an estimated $5.11K.
Thornburg Income Builder Opportunities Trust made up 0.14% of Financial Management Network's portfolio in Q3 2026, its #94 holding.
Financial Management Network first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2022 and has held it in 19 quarters since.
Financial Management Network's Thornburg Income Builder Opportunities Trust position peaked at $1.07M in Q2 2026.
11 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.