HAIM
TBLD

Hunter Associates Investment Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Hunter Associates Investment 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 		$584K Sell
26,550
-1,481
-5% -$32.5K 0.07% 191
2026
Q1 		$591K Buy
28,031
+200
+0.7% +$4.26K 0.08% 179
2025
Q4 		$559K Buy
27,831
+4,800
+21% +$96K 0.07% 172
2025
Q3 		$458K Buy
23,031
+2,531
+12% +$50.2K 0.06% 190
2025
Q2 		$402K Hold
20,500
– – 0.06% 193
2025
Q1 		$368K Hold
20,500
– – 0.06% 192
2024
Q4 		$334K Buy
20,500
+100
+0.5% +$1.69K 0.05% 199
2024
Q3 		$362K Buy
20,400
+3,875
+23% +$65.2K 0.06% 201
2024
Q2 		$267K Buy
16,525
+900
+6% +$14.3K 0.04% 224
2024
Q1 		$253K Hold
15,625
– – 0.04% 228
2023
Q4 		$242K Buy
+15,625
New +$231K 0.04% 230

Other funds holding TBLD

Wealth Enhancement Advisory Services
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Hunter Associates Investment Management's TBLD Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 5.3% in Q2 2026, selling an estimated $32.5K and leaving 26,550 shares worth $584K. The position accounts for 0.07% of the portfolio, ranked #191.

Hunter Associates Investment Management first reported a position in TBLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $591K in Q1 2026. 11 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Hunter Associates Investment Management held 26,550 shares of Thornburg Income Builder Opportunities Trust worth $584K as of Q2 2026.
  • Hunter Associates Investment Management sold 1,481 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $32.5K.
  • Thornburg Income Builder Opportunities Trust made up 0.07% of Hunter Associates Investment Management's portfolio in Q2 2026, its #191 holding.
  • Hunter Associates Investment Management first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2023 and has held it in 11 quarters since.
  • Hunter Associates Investment Management's Thornburg Income Builder Opportunities Trust position peaked at $591K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.