HB Wealth Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

HB Wealth Management’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	$333K	Buy	+16,366	New	+$356K	﹤0.01%	1409

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

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 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

Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

HB Wealth Management's TBLD Position: Q3 2026 in Review

HB Wealth Management opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q3 2026: 16,366 shares worth $333K. The stake represents ﹤0.01% of the portfolio and ranks #1409 among its holdings.

24 funds tracked by Wall St. Rank hold TBLD as of Q3 2026.

HB Wealth Management held 16,366 shares of Thornburg Income Builder Opportunities Trust worth $333K as of Q3 2026.
Thornburg Income Builder Opportunities Trust was a new HB Wealth Management position in Q3 2026.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1409 holding.
24 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.