KW Wealth Management
TBLD icon

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
Q3 		$914K Buy
+44,964
New +$978K 0.71% 27
2026
Q1 		– Sell
-14,058
Closed -$283K – 57
2025
Q4 		$283K Buy
+14,058
New +$281K 0.43% 56

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Hennion & Walsh Asset Management
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alessandra Capital Management
Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

KW Wealth Management's TBLD Position: Q3 2026 in Review

KW Wealth Management opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q3 2026: 44,964 shares worth $914K. The stake represents 0.71% of the portfolio and ranks #27 among its holdings. This is a return to the name: KW Wealth Management previously reported a position in TBLD as recently as Q4 2025.

KW Wealth Management first reported a position in TBLD in Q4 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold TBLD as of Q3 2026.

  • KW Wealth Management held 44,964 shares of Thornburg Income Builder Opportunities Trust worth $914K as of Q3 2026.
  • Thornburg Income Builder Opportunities Trust was a new KW Wealth Management position in Q3 2026.
  • Thornburg Income Builder Opportunities Trust made up 0.71% of KW Wealth Management's portfolio in Q3 2026, its #27 holding.
  • KW Wealth Management first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2025 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2026.

Based on KW Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.