HWP
TBLD

Highline Wealth Partners’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Highline Wealth 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
2026
Q2 		– Sell
-150
Closed -$3.17K – 1489
2026
Q1 		$3.17K Buy
+150
New +$3.2K ﹤0.01% 876

Other funds holding TBLD

UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Highline Wealth Partners's TBLD Position: Q2 2026 in Review

Highline Wealth Partners sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2026, closing a stake of 150 shares — an estimated $3.17K sold.

Highline Wealth Partners first reported a position in TBLD in Q1 2026 and held it in 1 quarter. The position peaked at $3.17K in Q1 2026. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Highline Wealth Partners reported no remaining Thornburg Income Builder Opportunities Trust position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 150 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $3.17K.
  • Highline Wealth Partners first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2026 and held it in 1 quarter.
  • Highline Wealth Partners's Thornburg Income Builder Opportunities Trust position peaked at $3.17K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.