KWM
TBLD

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

KW 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
2026
Q1 		– Sell
-14,058
Closed -$283K – 57
2025
Q4 		$283K Buy
+14,058
New +$281K 0.43% 56

Other funds holding TBLD

UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KW Wealth Management's TBLD Position: Q1 2026 in Review

KW Wealth Management sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2026, closing a stake of 14,058 shares — an estimated $283K sold.

KW Wealth Management first reported a position in TBLD in Q4 2025 and held it in 1 quarter. The position peaked at $283K in Q4 2025. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

  • KW Wealth Management reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 14,058 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $283K.
  • KW Wealth Management first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2025 and held it in 1 quarter.
  • KW Wealth Management's Thornburg Income Builder Opportunities Trust position peaked at $283K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.