Kera Capital Partners’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Kera Capital 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	$10.6M	Buy	481,195 +27,853	+6%	+$612K	1.02%	21
2026 Q1	$9.59M	Buy	453,342 +18,441	+4%	+$393K	1.18%	19
2025 Q4	$9.22M	Buy	434,901 +33,282	+8%	+$666K	1.14%	21
2025 Q3	$7.99M	Buy	401,619 +226,880	+130%	+$4.5M	1.2%	21
2025 Q2	$3.43M	Buy	174,739 +14,959	+9%	+$272K	0.68%	39
2025 Q1	$2.87M	Buy	159,780 +5,588	+4%	+$96.3K	0.85%	37
2024 Q4	$2.51M	Buy	+154,192	New	+$2.61M	0.72%	37

Other funds holding TBLD

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kera Capital Partners's TBLD Position: Q2 2026 in Review

Kera Capital Partners increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 6.1% in Q2 2026, buying an estimated $612K and bringing the position to 481,195 shares worth $10.6M. The position accounts for 1.02% of the portfolio, ranked #21.

Kera Capital Partners first reported a position in TBLD in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Kera Capital Partners held 481,195 shares of Thornburg Income Builder Opportunities Trust worth $10.6M as of Q2 2026.
Kera Capital Partners bought 27,853 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $612K.
Thornburg Income Builder Opportunities Trust made up 1.02% of Kera Capital Partners's portfolio in Q2 2026, its #21 holding.
Kera Capital Partners first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2024 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.