Global Retirement Partners’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Global Retirement Partners’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	$8.18K	Buy	407 +256	+170%	+$5.12K	﹤0.01%	3236
2025 Q3	$3K	Sell	151 -546	-78%	-$10.8K	﹤0.01%	3173
2025 Q2	$13.7K	Buy	+697	New	+$12.7K	﹤0.01%	2460

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Retirement Partners's TBLD Position: Q4 2025 in Review

Global Retirement Partners increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 170% in Q4 2025, buying an estimated $5.12K and bringing the position to 407 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

Global Retirement Partners first reported a position in TBLD in Q2 2025 and has held it in 3 quarters since. The position peaked at $13.7K in Q2 2025. 56 funds tracked by Wall St. Rank hold TBLD as of Q4 2025.

Global Retirement Partners held 407 shares of Thornburg Income Builder Opportunities Trust worth $8.18K as of Q4 2025.
Global Retirement Partners bought 256 Thornburg Income Builder Opportunities Trust shares in Q4 2025, an estimated $5.12K.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3236 holding.
Global Retirement Partners first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2025 and has held it in 3 quarters since.
Global Retirement Partners's Thornburg Income Builder Opportunities Trust position peaked at $13.7K in Q2 2025.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.