Morgan Stanley’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Morgan Stanley’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	$15.3M	Buy	722,199 +135,372	+23%	+$2.88M	﹤0.01%	3200
2025 Q4	$11.8M	Buy	586,827 +92,478	+19%	+$1.85M	﹤0.01%	3459
2025 Q3	$9.83M	Buy	494,349 +62,671	+15%	+$1.24M	﹤0.01%	3565
2025 Q2	$8.47M	Buy	431,678 +37,444	+9%	+$681K	﹤0.01%	3583
2025 Q1	$7.07M	Buy	394,234 +21,929	+6%	+$378K	﹤0.01%	3629
2024 Q4	$6.06M	Buy	372,305 +78,399	+27%	+$1.33M	﹤0.01%	3840
2024 Q3	$5.24M	Buy	293,906 +24,897	+9%	+$419K	﹤0.01%	3925
2024 Q2	$4.34M	Buy	269,009 +2,802	+1%	+$44.4K	﹤0.01%	3998
2024 Q1	$4.3M	Sell	266,207 -268,775	-50%	-$4.24M	﹤0.01%	4022
2023 Q4	$8.3M	Buy	534,982 +314,332	+142%	+$4.65M	﹤0.01%	4064
2023 Q3	$3.22M	Buy	220,650 +74,066	+51%	+$1.12M	﹤0.01%	4055
2023 Q2	$2.23M	Buy	146,584 +17,139	+13%	+$262K	﹤0.01%	4360
2023 Q1	$2.02M	Buy	129,445 +7,689	+6%	+$116K	﹤0.01%	4458
2022 Q4	$1.74M	Buy	121,756 +57,793	+90%	+$803K	﹤0.01%	4547
2022 Q3	$815K	Buy	63,963 +29,586	+86%	+$432K	﹤0.01%	4999
2022 Q2	$499K	Buy	34,377 +21,290	+163%	+$333K	﹤0.01%	5426
2022 Q1	$224K	Buy	+13,087	New	+$235K	﹤0.01%	5860

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley's TBLD Position: Q1 2026 in Review

Morgan Stanley increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 23% in Q1 2026, buying an estimated $2.88M and bringing the position to 722,199 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3200.

Morgan Stanley first reported a position in TBLD in Q1 2022 and has held it in 17 quarters since. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Morgan Stanley held 722,199 shares of Thornburg Income Builder Opportunities Trust worth $15.3M as of Q1 2026.
Morgan Stanley bought 135,372 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $2.88M.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3200 holding.
Morgan Stanley first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2022 and has held it in 17 quarters since.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.