SA
TBLD

Sanctuary Advisors’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Sanctuary Advisors’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
Q1 		$2.72M Buy
128,476
+42,898
+50% +$914K 0.01% 788
2025
Q4 		$1.72M Sell
85,578
-1,298
-1% -$26K 0.01% 1018
2025
Q3 		$1.73M Sell
86,876
-642
-0.7% -$12.7K 0.01% 984
2025
Q2 		$1.72M Buy
87,518
+3,635
+4% +$66.1K 0.01% 924
2025
Q1 		$1.5M Sell
83,883
-80,156
-49% -$1.38M 0.01% 920
2024
Q4 		$2.79M Buy
164,039
+1,123
+0.7% +$19K 0.02% 729
2024
Q3 		$2.69M Buy
162,916
+10,724
+7% +$180K 0.02% 731
2024
Q2 		$2.35M Buy
+152,192
New +$2.41M 0.02% 731

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return