Prosperity Consulting Group’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Prosperity Consulting 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	$221K	Hold	10,000	–	–	0.01%	582
2026 Q1	$211K	Hold	10,000	–	–	0.01%	498
2025 Q4	$201K	Hold	10,000	–	–	0.01%	498
2025 Q3	$199K	Hold	10,000	–	–	0.01%	485
2025 Q2	$196K	Hold	10,000	–	–	0.01%	442
2025 Q1	$179K	Hold	10,000	–	–	0.01%	451
2024 Q4	$163K	Hold	10,000	–	–	0.01%	457
2024 Q3	$178K	Hold	10,000	–	–	0.01%	451
2024 Q2	$161K	Hold	10,000	–	–	0.02%	301
2024 Q1	$162K	Buy	+10,000	New	+$158K	0.02%	323

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

Prosperity Consulting Group's TBLD Position: Q2 2026 in Review

Prosperity Consulting Group held its Thornburg Income Builder Opportunities Trust (TBLD) position steady in Q2 2026 at 10,000 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #582.

Prosperity Consulting Group first reported a position in TBLD in Q1 2024 and has held it in 10 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Prosperity Consulting Group held 10,000 shares of Thornburg Income Builder Opportunities Trust worth $221K as of Q2 2026.
Prosperity Consulting Group left its Thornburg Income Builder Opportunities Trust share count unchanged in Q2 2026.
Thornburg Income Builder Opportunities Trust made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #582 holding.
Prosperity Consulting Group first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2024 and has held it in 10 quarters since.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.