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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Management Network's TBLD Position: Q1 2026 in Review

Financial Management Network increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 0.32% in Q1 2026, buying an estimated $2.98K and bringing the position to 44,171 shares worth $966K. The position accounts for 0.15% of the portfolio, ranked #88.

Financial Management Network first reported a position in TBLD in Q1 2022 and has held it in 17 quarters since. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Financial Management Network held 44,171 shares of Thornburg Income Builder Opportunities Trust worth $966K as of Q1 2026.
Financial Management Network bought 140 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $2.98K.
Thornburg Income Builder Opportunities Trust made up 0.15% of Financial Management Network's portfolio in Q1 2026, its #88 holding.
Financial Management Network first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2022 and has held it in 17 quarters since.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.