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

Litman Gregory 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
2022 Q3	–	Sell	-422,825	Closed	-$6.13M	–	93
2022 Q2	$6.13M	Buy	422,825 +245,565	+139%	+$3.84M	0.9%	21
2022 Q1	$3.03M	Buy	+177,260	New	+$3.18M	0.44%	32

Other funds holding TBLD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Litman Gregory Wealth Management's TBLD Position: Q3 2022 in Review

Litman Gregory Wealth Management sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q3 2022, closing a stake of 422,825 shares — an estimated $6.13M sold.

Litman Gregory Wealth Management first reported a position in TBLD in Q1 2022 and held it in 2 quarters. The position peaked at $6.13M in Q2 2022. 36 funds tracked by Wall St. Rank hold TBLD as of Q3 2022.

Litman Gregory Wealth Management reported no remaining Thornburg Income Builder Opportunities Trust position as of Q3 2022 after selling out during the quarter.
Litman Gregory Wealth Management sold 422,825 Thornburg Income Builder Opportunities Trust shares in Q3 2022, an estimated $6.13M.
Litman Gregory Wealth Management first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2022 and held it in 2 quarters.
Litman Gregory Wealth Management's Thornburg Income Builder Opportunities Trust position peaked at $6.13M in Q2 2022.
36 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.