Private Advisor Group’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Private Advisor Group’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	$2.67M	Buy	121,022 +5,248	+5%	+$115K	0.01%	886
2026 Q1	$2.45M	Sell	115,774 -6,062	-5%	-$129K	0.01%	958
2025 Q4	$2.45M	Buy	121,836 +766	+0.6%	+$15.3K	0.01%	951
2025 Q3	$2.41M	Buy	121,070 +2,328	+2%	+$46.2K	0.01%	923
2025 Q2	$2.33M	Buy	118,742 +887	+0.8%	+$16.1K	0.01%	899
2025 Q1	$2.11M	Sell	117,855 -117	-0.1%	-$2.02K	0.01%	872
2024 Q4	$1.92M	Buy	117,972 +266	+0.2%	+$4.5K	0.01%	905
2024 Q3	$2.1M	Buy	117,706 +6,538	+6%	+$110K	0.01%	857
2024 Q2	$1.79M	Buy	111,168 +20,553	+23%	+$326K	0.01%	888
2024 Q1	$1.47M	Buy	90,615 +1,617	+2%	+$25.5K	0.01%	971
2023 Q4	$1.38M	Buy	88,998 +5,823	+7%	+$86.2K	0.01%	952
2023 Q3	$1.21M	Buy	83,175 +5,734	+7%	+$87.1K	0.01%	943
2023 Q2	$1.18M	Buy	77,441 +1,218	+2%	+$18.6K	0.01%	971
2023 Q1	$1.19M	Buy	76,223 +7,730	+11%	+$117K	0.01%	915
2022 Q4	$978	Buy	68,493 +2,700	+4%	+$37.5K	﹤0.01%	1243
2022 Q3	$838K	Buy	65,793 +30,075	+84%	+$439K	0.01%	1002
2022 Q2	$518K	Buy	+35,718	New	+$559K	﹤0.01%	1389
2022 Q1	–	Sell	-35,425	Closed	-$661K	–	2277
2021 Q4	$661K	Buy	+35,425	New	+$685K	0.01%	1310

Other funds holding TBLD

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

ACM

Alessandra Capital Management Torrance, California $141M AUM

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Private Advisor Group's TBLD Position: Q2 2026 in Review

Private Advisor Group increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 4.5% in Q2 2026, buying an estimated $115K and bringing the position to 121,022 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #886.

Private Advisor Group first reported a position in TBLD in Q4 2021 and has held it in 18 quarters since. 23 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Private Advisor Group held 121,022 shares of Thornburg Income Builder Opportunities Trust worth $2.67M as of Q2 2026.
Private Advisor Group bought 5,248 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $115K.
Thornburg Income Builder Opportunities Trust made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #886 holding.
Private Advisor Group first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2021 and has held it in 18 quarters since.
23 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.