KCP
TBLD

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
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return