&Partners’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

&Partners’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	$305K	Buy	14,416 +2,870	+25%	+$61.1K	﹤0.01%	1980
2025 Q4	$232K	Buy	11,546 +3	+0%	+$60	﹤0.01%	2061
2025 Q3	$230K	Buy	11,543 +5	+0%	+$99	﹤0.01%	1897
2025 Q2	$226K	Buy	11,538 +1	+0%	+$18	﹤0.01%	1768
2025 Q1	$205K	Sell	11,537 -786	-6%	-$13.5K	﹤0.01%	1627
2024 Q4	$202K	Buy	12,323 +1,579	+15%	+$26.7K	﹤0.01%	1534
2024 Q3	$191K	Sell	10,744 -2,459	-19%	-$41.4K	﹤0.01%	1311
2024 Q2	$213K	Buy	13,203 +895	+7%	+$14.2K	0.01%	830
2024 Q1	$199K	Hold	12,308	–	–	0.03%	457
2023 Q4	$189K	Buy	+12,308	New	+$182K	0.05%	274

Other funds holding TBLD

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

&Partners's TBLD Position: Q1 2026 in Review

&Partners increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 25% in Q1 2026, buying an estimated $61.1K and bringing the position to 14,416 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

&Partners first reported a position in TBLD in Q4 2023 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

&Partners held 14,416 shares of Thornburg Income Builder Opportunities Trust worth $305K as of Q1 2026.
&Partners bought 2,870 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $61.1K.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1980 holding.
&Partners first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2023 and has held it in 10 quarters since.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.