Northwestern Mutual Wealth Management
TBLD

Northwestern Mutual Wealth Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Northwestern Mutual Wealth Management’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 		$59.1K Hold
2,678
– – ﹤0.01% 2473
2026
Q1 		$56.6K Buy
+2,678
New +$57.1K ﹤0.01% 2392
2025
Q1 		– Sell
-750
Closed -$12.2K – 3936
2024
Q4 		$12.2K Buy
+750
New +$12.7K ﹤0.01% 2672
2024
Q2 		– Sell
-735
Closed -$11.9K – 3812
2024
Q1 		$11.9K Buy
+735
New +$11.6K ﹤0.01% 2579

Other funds holding TBLD

UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management's TBLD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Thornburg Income Builder Opportunities Trust (TBLD) position steady in Q2 2026 at 2,678 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Northwestern Mutual Wealth Management first reported a position in TBLD in Q1 2024 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Northwestern Mutual Wealth Management held 2,678 shares of Thornburg Income Builder Opportunities Trust worth $59.1K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its Thornburg Income Builder Opportunities Trust share count unchanged in Q2 2026.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2473 holding.
  • Northwestern Mutual Wealth Management first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2024 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.