Lokken Investment Group’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Lokken Investment Group’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
2025 Q3	$925K	Buy	46,509 +2,587	+6%	+$51.3K	0.32%	73
2025 Q2	$862K	Sell	43,922 -7,767	-15%	-$141K	0.33%	69
2025 Q1	$927K	Buy	51,689 +2,176	+4%	+$37.5K	0.39%	64
2024 Q4	$806K	Buy	49,513 +161	+0.3%	+$2.72K	0.35%	71
2024 Q3	$879K	Buy	49,352 +70	+0.1%	+$1.18K	0.37%	68
2024 Q2	$795K	Buy	49,282 +762	+2%	+$12.1K	0.37%	70
2024 Q1	$785K	Buy	48,520 +4,547	+10%	+$71.7K	0.39%	65
2023 Q4	$682K	Buy	43,973 +1,393	+3%	+$20.6K	0.39%	66
2023 Q3	$622K	Buy	42,580 +1,627	+4%	+$24.7K	0.41%	57
2023 Q2	$624K	Sell	40,953 -1,279	-3%	-$19.5K	0.41%	60
2023 Q1	$659K	Sell	42,232 -1,092	-3%	-$16.5K	0.5%	49
2022 Q4	$619K	Buy	+43,324	New	+$602K	0.49%	47

Other funds holding TBLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Lokken Investment Group's TBLD Position: Q3 2025 in Review

Lokken Investment Group increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 5.9% in Q3 2025, buying an estimated $51.3K and bringing the position to 46,509 shares worth $925K. The position accounts for 0.32% of the portfolio, ranked #73.

Lokken Investment Group first reported a position in TBLD in Q4 2022 and has held it in 12 quarters since. The position peaked at $927K in Q1 2025. 49 funds tracked by Wall St. Rank hold TBLD as of Q3 2025.

Lokken Investment Group held 46,509 shares of Thornburg Income Builder Opportunities Trust worth $925K as of Q3 2025.
Lokken Investment Group bought 2,587 Thornburg Income Builder Opportunities Trust shares in Q3 2025, an estimated $51.3K.
Thornburg Income Builder Opportunities Trust made up 0.32% of Lokken Investment Group's portfolio in Q3 2025, its #73 holding.
Lokken Investment Group first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2022 and has held it in 12 quarters since.
Lokken Investment Group's Thornburg Income Builder Opportunities Trust position peaked at $927K in Q1 2025.
49 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.