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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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. 30 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.
30 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.