LSIA
TBLD

LaSalle St. Investment Advisors’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

LaSalle St. Investment Advisors’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 		$251K Hold
11,890
– – 0.04% 342
2025
Q4 		$238K Buy
11,890
+346
+3% +$6.92K 0.04% 320
2025
Q3 		$229K Buy
+11,544
New +$229K 0.04% 315

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B 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 $530B AUM 22.01% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LaSalle St. Investment Advisors's TBLD Position: Q1 2026 in Review

LaSalle St. Investment Advisors held its Thornburg Income Builder Opportunities Trust (TBLD) position steady in Q1 2026 at 11,890 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #342.

LaSalle St. Investment Advisors first reported a position in TBLD in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

  • LaSalle St. Investment Advisors held 11,890 shares of Thornburg Income Builder Opportunities Trust worth $251K as of Q1 2026.
  • LaSalle St. Investment Advisors left its Thornburg Income Builder Opportunities Trust share count unchanged in Q1 2026.
  • Thornburg Income Builder Opportunities Trust made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #342 holding.
  • LaSalle St. Investment Advisors first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.