&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 Q2	$276K	Sell	12,520 -1,896	-13%	-$41.7K	﹤0.01%	2186
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 $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

&Partners's TBLD Position: Q2 2026 in Review

&Partners reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 13% in Q2 2026, selling an estimated $41.7K and leaving 12,520 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

&Partners first reported a position in TBLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $305K in Q1 2026. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

&Partners held 12,520 shares of Thornburg Income Builder Opportunities Trust worth $276K as of Q2 2026.
&Partners sold 1,896 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $41.7K.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2186 holding.
&Partners first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2023 and has held it in 11 quarters since.
&Partners's Thornburg Income Builder Opportunities Trust position peaked at $305K in Q1 2026.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.