Newbridge Financial Services Group’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Newbridge Financial Services 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 Q4	–	Sell	-1,000	Closed	-$19.9K	–	1423
2025 Q3	$19.9K	Hold	1,000	–	–	﹤0.01%	749
2025 Q2	$19.6K	Buy	+1,000	New	+$18.2K	﹤0.01%	733

Other funds holding TBLD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Newbridge Financial Services Group's TBLD Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q4 2025, closing a stake of 1,000 shares — an estimated $19.9K sold.

Newbridge Financial Services Group first reported a position in TBLD in Q2 2025 and held it in 2 quarters. The position peaked at $19.9K in Q3 2025. 56 funds tracked by Wall St. Rank hold TBLD as of Q4 2025.

Newbridge Financial Services Group reported no remaining Thornburg Income Builder Opportunities Trust position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 1,000 Thornburg Income Builder Opportunities Trust shares in Q4 2025, an estimated $19.9K.
Newbridge Financial Services Group first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2025 and held it in 2 quarters.
Newbridge Financial Services Group's Thornburg Income Builder Opportunities Trust position peaked at $19.9K in Q3 2025.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.