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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.51M Buy
178,933
+3,764
+2% +$73.9K ﹤0.01% 2586
2025
Q1
$3.14M Buy
175,169
+19,143
+12% +$343K ﹤0.01% 2525
2024
Q4
$2.54M Buy
156,026
+74,826
+92% +$1.22M ﹤0.01% 2639
2024
Q3
$1.45M Buy
81,200
+5,388
+7% +$96K ﹤0.01% 3000
2024
Q2
$1.22M Buy
75,812
+4,796
+7% +$77.4K ﹤0.01% 3033
2024
Q1
$1.15M Buy
71,016
+22,767
+47% +$368K ﹤0.01% 3021
2023
Q4
$748K Sell
48,249
-570
-1% -$8.84K ﹤0.01% 3283
2023
Q3
$713K Buy
48,819
+975
+2% +$14.2K ﹤0.01% 3179
2023
Q2
$729K Buy
47,844
+2,779
+6% +$42.3K ﹤0.01% 3102
2023
Q1
$703K Buy
45,065
+20,065
+80% +$313K ﹤0.01% 3044
2022
Q4
$357K Buy
+25,000
New +$357K ﹤0.01% 3514