Hennion & Walsh Asset Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Hennion & Walsh Asset 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 Q2	$2.32M	Buy	104,913 +2,563	+3%	+$56.3K	0.07%	345
2026 Q1	$2.16M	Buy	102,350 +17,847	+21%	+$380K	0.07%	329
2025 Q4	$1.7M	Buy	84,503 +31,046	+58%	+$621K	0.06%	393
2025 Q3	$1.06M	Buy	53,457 +14,955	+39%	+$296K	0.04%	498
2025 Q2	$755K	Buy	+38,502	New	+$700K	0.03%	559

Other funds holding TBLD

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACM

Alessandra Capital Management Torrance, California $141M AUM

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Hennion & Walsh Asset Management's TBLD Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 2.5% in Q2 2026, buying an estimated $56.3K and bringing the position to 104,913 shares worth $2.32M. The position accounts for 0.07% of the portfolio, ranked #345.

Hennion & Walsh Asset Management first reported a position in TBLD in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Hennion & Walsh Asset Management held 104,913 shares of Thornburg Income Builder Opportunities Trust worth $2.32M as of Q2 2026.
Hennion & Walsh Asset Management bought 2,563 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $56.3K.
Thornburg Income Builder Opportunities Trust made up 0.07% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #345 holding.
Hennion & Walsh Asset Management first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.