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

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

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

PFO

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

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

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. 15 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.
15 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.