Janney Montgomery Scott’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.29M Sell
61,007
-2,626
-4% -$55.9K ﹤0.01% 1511
2025
Q4
$1.28M Sell
63,633
-3,649
-5% -$73K ﹤0.01% 1595
2025
Q3
$1.34M Sell
67,282
-939
-1% -$18.6K ﹤0.01% 1529
2025
Q2
$1.34M Buy
68,221
+3,990
+6% +$72.6K ﹤0.01% 1414
2025
Q1
$1.15M Buy
64,231
+3,648
+6% +$62.9K ﹤0.01% 1454
2024
Q4
$986K Sell
60,583
-418
-0.7% -$7.07K ﹤0.01% 1541
2024
Q3
$1.09M Buy
61,001
+1,861
+3% +$31.3K ﹤0.01% 1460
2024
Q2
$954K Sell
59,140
-1,157
-2% -$18.3K ﹤0.01% 1476
2024
Q1
$975K Buy
60,297
+7,453
+14% +$118K ﹤0.01% 1540
2023
Q4
$820K Buy
52,844
+1,037
+2% +$15.4K ﹤0.01% 1569
2023
Q3
$756K Buy
51,807
+131
+0.3% +$1.99K ﹤0.01% 1498
2023
Q2
$787K Buy
51,676
+5,132
+11% +$78.3K ﹤0.01% 1560
2023
Q1
$727K Buy
46,544
+3,875
+9% +$58.5K ﹤0.01% 1516
2022
Q4
$609K Sell
42,669
-18,628
-30% -$259K ﹤0.01% 1645
2022
Q3
$781K Sell
61,297
-520
-0.8% -$7.59K ﹤0.01% 1432
2022
Q2
$913K Buy
+61,817
New +$968K ﹤0.01% 1297
2022
Q1
Sell
-13,994
Closed -$261K 2434
2021
Q4
$261K Buy
+13,994
New +$271K ﹤0.01% 2080

Other funds holding TBLD