Hicks Capital Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Hicks Capital 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	$284K	Hold	12,856	–	–	0.23%	38
2026 Q1	$272K	Hold	12,856	–	–	0.27%	36
2025 Q4	$258K	Hold	12,856	–	–	0.26%	32
2025 Q3	$256K	Buy	12,856 +1,000	+8%	+$19.8K	0.42%	27
2025 Q2	$233K	Hold	11,856	–	–	0.37%	23
2025 Q1	$213K	Buy	+11,856	New	+$204K	0.28%	26

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

Hicks Capital Management's TBLD Position: Q2 2026 in Review

Hicks Capital Management held its Thornburg Income Builder Opportunities Trust (TBLD) position steady in Q2 2026 at 12,856 shares worth $284K. The position accounts for 0.23% of the portfolio, ranked #38.

Hicks Capital Management first reported a position in TBLD in Q1 2025 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Hicks Capital Management held 12,856 shares of Thornburg Income Builder Opportunities Trust worth $284K as of Q2 2026.
Hicks Capital Management left its Thornburg Income Builder Opportunities Trust share count unchanged in Q2 2026.
Thornburg Income Builder Opportunities Trust made up 0.23% of Hicks Capital Management's portfolio in Q2 2026, its #38 holding.
Hicks Capital Management first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2025 and has held it in 6 quarters since.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Hicks Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.