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 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

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 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

Financial Management Network's TBLD Position: Q2 2026 in Review

Financial Management Network increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 9.5% in Q2 2026, buying an estimated $92.4K and bringing the position to 48,377 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #91.

Financial Management Network first reported a position in TBLD in Q1 2022 and has held it in 18 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Financial Management Network held 48,377 shares of Thornburg Income Builder Opportunities Trust worth $1.07M as of Q2 2026.
Financial Management Network bought 4,206 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $92.4K.
Thornburg Income Builder Opportunities Trust made up 0.15% of Financial Management Network's portfolio in Q2 2026, its #91 holding.
Financial Management Network first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2022 and has held it in 18 quarters since.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.