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 Q2	$364K	Buy	16,513 +1,250	+8%	+$27.5K	﹤0.01%	2338
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 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

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 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

KCP

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

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

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

NewEdge Advisors's TBLD Position: Q2 2026 in Review

NewEdge Advisors increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 8.2% in Q2 2026, buying an estimated $27.5K and bringing the position to 16,513 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

NewEdge Advisors first reported a position in TBLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $499K in Q1 2024. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

NewEdge Advisors held 16,513 shares of Thornburg Income Builder Opportunities Trust worth $364K as of Q2 2026.
NewEdge Advisors bought 1,250 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $27.5K.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2338 holding.
NewEdge Advisors first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2023 and has held it in 12 quarters since.
NewEdge Advisors's Thornburg Income Builder Opportunities Trust position peaked at $499K in Q1 2024.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.