Kingsview Wealth Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Kingsview Wealth 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
2025 Q3	–	Sell	-15,965	Closed	-$313K	–	1288
2025 Q2	$313K	Buy	+15,965	New	+$290K	0.01%	925

Other funds holding TBLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Kingsview Wealth Management's TBLD Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q3 2025, closing a stake of 15,965 shares — an estimated $313K sold.

Kingsview Wealth Management first reported a position in TBLD in Q2 2025 and held it in 1 quarter. The position peaked at $313K in Q2 2025. 49 funds tracked by Wall St. Rank hold TBLD as of Q3 2025.

Kingsview Wealth Management reported no remaining Thornburg Income Builder Opportunities Trust position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 15,965 Thornburg Income Builder Opportunities Trust shares in Q3 2025, an estimated $313K.
Kingsview Wealth Management first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2025 and held it in 1 quarter.
Kingsview Wealth Management's Thornburg Income Builder Opportunities Trust position peaked at $313K in Q2 2025.
49 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.