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

LPL Financial’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	$6.42M	Buy	303,728 +42,989	+16%	+$916K	﹤0.01%	2408
2025 Q4	$5.24M	Buy	260,739 +42,434	+19%	+$849K	﹤0.01%	2497
2025 Q3	$4.34M	Buy	218,305 +39,372	+22%	+$781K	﹤0.01%	2601
2025 Q2	$3.51M	Buy	178,933 +3,764	+2%	+$68.4K	﹤0.01%	2600
2025 Q1	$3.14M	Buy	175,169 +19,143	+12%	+$330K	﹤0.01%	2535
2024 Q4	$2.54M	Buy	156,026 +74,826	+92%	+$1.26M	﹤0.01%	2653
2024 Q3	$1.45M	Buy	81,200 +5,388	+7%	+$90.6K	﹤0.01%	3035
2024 Q2	$1.22M	Buy	75,812 +4,796	+7%	+$76K	﹤0.01%	3069
2024 Q1	$1.15M	Buy	71,016 +22,767	+47%	+$359K	﹤0.01%	3052
2023 Q4	$748K	Sell	48,249 -570	-1%	-$8.44K	﹤0.01%	3316
2023 Q3	$713K	Buy	48,819 +975	+2%	+$14.8K	﹤0.01%	3204
2023 Q2	$729K	Buy	47,844 +2,779	+6%	+$42.4K	﹤0.01%	3128
2023 Q1	$703K	Buy	45,065 +20,065	+80%	+$303K	﹤0.01%	3055
2022 Q4	$357K	Buy	+25,000	New	+$347K	﹤0.01%	3532

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

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial's TBLD Position: Q1 2026 in Review

LPL Financial increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 16% in Q1 2026, buying an estimated $916K and bringing the position to 303,728 shares worth $6.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

LPL Financial first reported a position in TBLD in Q4 2022 and has held it in 14 quarters since. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

LPL Financial held 303,728 shares of Thornburg Income Builder Opportunities Trust worth $6.42M as of Q1 2026.
LPL Financial bought 42,989 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $916K.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2408 holding.
LPL Financial first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2022 and has held it in 14 quarters since.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.