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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
68,221
+3,990
+6% +$78.3K ﹤0.01% 1414
2025
Q1
$1.15M Buy
64,231
+3,648
+6% +$65.4K ﹤0.01% 1454
2024
Q4
$986K Sell
60,583
-418
-0.7% -$6.8K ﹤0.01% 1541
2024
Q3
$1.09M Buy
61,001
+1,861
+3% +$33.2K ﹤0.01% 1460
2024
Q2
$954K Sell
59,140
-1,157
-2% -$18.7K ﹤0.01% 1476
2024
Q1
$975K Buy
60,297
+7,453
+14% +$121K ﹤0.01% 1540
2023
Q4
$820K Buy
52,844
+1,037
+2% +$16.1K ﹤0.01% 1569
2023
Q3
$756K Buy
51,807
+131
+0.3% +$1.91K ﹤0.01% 1498
2023
Q2
$787K Buy
51,676
+5,132
+11% +$78.2K ﹤0.01% 1560
2023
Q1
$727K Buy
46,544
+3,875
+9% +$60.5K ﹤0.01% 1516
2022
Q4
$609K Sell
42,669
-18,628
-30% -$266K ﹤0.01% 1645
2022
Q3
$781K Sell
61,297
-520
-0.8% -$6.63K ﹤0.01% 1432
2022
Q2
$913K Buy
+61,817
New +$913K ﹤0.01% 1297
2022
Q1
Sell
-13,994
Closed -$261K 2434
2021
Q4
$261K Buy
+13,994
New +$261K ﹤0.01% 2080