LFA
TBLD

Livelsberger Financial Advisory’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Livelsberger Financial Advisory’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
2024
Q2 		– Sell
-12,365
Closed -$313K – 17
2024
Q1 		$313K Buy
+12,365
New +$195K 3.71% 10

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Livelsberger Financial Advisory's TBLD Position: Q2 2024 in Review

Livelsberger Financial Advisory sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2024, closing a stake of 12,365 shares — an estimated $313K sold.

Livelsberger Financial Advisory first reported a position in TBLD in Q1 2024 and held it in 1 quarter. The position peaked at $313K in Q1 2024. 50 funds tracked by Wall St. Rank hold TBLD as of Q2 2024.

  • Livelsberger Financial Advisory reported no remaining Thornburg Income Builder Opportunities Trust position as of Q2 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 12,365 Thornburg Income Builder Opportunities Trust shares in Q2 2024, an estimated $313K.
  • Livelsberger Financial Advisory first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2024 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Thornburg Income Builder Opportunities Trust position peaked at $313K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q2 2024, filed 5 Aug 2024.