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TBLD

NewEdge Advisors’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

NewEdge Advisors’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 		$323K Sell
15,263
-300
-2% -$6.39K ﹤0.01% 2290
2025
Q4 		$313K Sell
15,563
-1,590
-9% -$31.8K ﹤0.01% 2285
2025
Q3 		$341K Buy
17,153
+900
+6% +$17.8K ﹤0.01% 2085
2025
Q2 		$319K Buy
16,253
+1,500
+10% +$27.3K ﹤0.01% 1980
2025
Q1 		$265K Hold
14,753
– – ﹤0.01% 1967
2024
Q4 		$240K Sell
14,753
-2,500
-14% -$42.3K ﹤0.01% 1993
2024
Q3 		$307K Sell
17,253
-10,085
-37% -$170K ﹤0.01% 1786
2024
Q2 		$441K Sell
27,338
-3,538
-11% -$56.1K ﹤0.01% 1488
2024
Q1 		$499K Buy
30,876
+2,172
+8% +$34.3K ﹤0.01% 1353
2023
Q4 		$449K Sell
28,704
-3,768
-12% -$55.8K ﹤0.01% 1340
2023
Q3 		$474K Buy
+32,472
New +$493K 0.01% 1200

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return