PMG Family Office’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

PMG Family Office’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	$1.06M	Buy	48,095 +415	+0.9%	+$9.12K	0.98%	39
2026 Q1	$1.01M	Buy	47,680 +110	+0.2%	+$2.34K	1.13%	34
2025 Q4	$956K	Buy	47,570 +5	+0%	+$100	1.11%	35
2025 Q3	$946K	Buy	+47,565	New	+$943K	1.06%	37

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

PMG Family Office's TBLD Position: Q2 2026 in Review

PMG Family Office increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 0.87% in Q2 2026, buying an estimated $9.12K and bringing the position to 48,095 shares worth $1.06M. The position accounts for 0.98% of the portfolio, ranked #39.

PMG Family Office first reported a position in TBLD in Q3 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

PMG Family Office held 48,095 shares of Thornburg Income Builder Opportunities Trust worth $1.06M as of Q2 2026.
PMG Family Office bought 415 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $9.12K.
Thornburg Income Builder Opportunities Trust made up 0.98% of PMG Family Office's portfolio in Q2 2026, its #39 holding.
PMG Family Office first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2025 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 PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.