Raymond James Financial’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Raymond James Financial’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	$15.6M	Buy	705,598 +78,689	+13%	+$1.73M	﹤0.01%	1764
2026 Q1	$13.3M	Sell	626,909 -70,547	-10%	-$1.5M	﹤0.01%	1787
2025 Q4	$14M	Sell	697,456 -133,551	-16%	-$2.67M	﹤0.01%	1700
2025 Q3	$16.5M	Buy	831,007 +4,415	+0.5%	+$87.5K	0.01%	1539
2025 Q2	$16.2M	Buy	826,592 +65,755	+9%	+$1.2M	0.01%	1524
2025 Q1	$13.6M	Buy	760,837 +62,732	+9%	+$1.08M	0.01%	1571
2024 Q4	$11.4M	Buy	+698,105	New	+$11.8M	﹤0.01%	1744

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's TBLD Position: Q2 2026 in Review

Raymond James Financial increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 13% in Q2 2026, buying an estimated $1.73M and bringing the position to 705,598 shares worth $15.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Raymond James Financial first reported a position in TBLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.5M in Q3 2025. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Raymond James Financial held 705,598 shares of Thornburg Income Builder Opportunities Trust worth $15.6M as of Q2 2026.
Raymond James Financial bought 78,689 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $1.73M.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1764 holding.
Raymond James Financial first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Thornburg Income Builder Opportunities Trust position peaked at $16.5M in Q3 2025.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.