Saba Capital Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Saba Capital Management’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
2025 Q2	–	Sell	-550,494	Closed	-$9.88M	–	341
2025 Q1	$9.88M	Sell	550,494 -155,473	-22%	-$2.68M	0.27%	59
2024 Q4	$11.5M	Sell	705,967 -129,480	-15%	-$2.19M	0.27%	64
2024 Q3	$14.9M	Sell	835,447 -243,436	-23%	-$4.09M	0.31%	69
2024 Q2	$17.4M	Buy	1,078,883 +390,145	+57%	+$6.19M	0.29%	65
2024 Q1	$11.1M	Sell	688,738 -65,333	-9%	-$1.03M	0.19%	86
2023 Q4	$11.7M	Buy	754,071 +87,517	+13%	+$1.3M	0.24%	105
2023 Q3	$9.73M	Buy	666,554 +115,220	+21%	+$1.75M	0.23%	100
2023 Q2	$8.4M	Sell	551,334 -16,931	-3%	-$258K	0.22%	104
2023 Q1	$8.87M	Hold	568,265	–	–	0.17%	181
2022 Q4	$8.11M	Buy	568,265 +481,841	+558%	+$6.69M	0.11%	308
2022 Q3	$1.1M	Buy	+86,424	New	+$1.26M	0.01%	670

Other funds holding TBLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Saba Capital Management's TBLD Position: Q2 2025 in Review

Saba Capital Management sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2025, closing a stake of 550,494 shares — an estimated $9.88M sold.

Saba Capital Management first reported a position in TBLD in Q3 2022 and held it in 11 quarters. The position peaked at $17.4M in Q2 2024. 47 funds tracked by Wall St. Rank hold TBLD as of Q2 2025.

Saba Capital Management reported no remaining Thornburg Income Builder Opportunities Trust position as of Q2 2025 after selling out during the quarter.
Saba Capital Management sold 550,494 Thornburg Income Builder Opportunities Trust shares in Q2 2025, an estimated $9.88M.
Saba Capital Management first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2022 and held it in 11 quarters.
Saba Capital Management's Thornburg Income Builder Opportunities Trust position peaked at $17.4M in Q2 2024.
47 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2025.

Based on Saba Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.