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 Q2	$3.08M	Buy	139,471 +10,995	+9%	+$242K	0.01%	815
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 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

Sanctuary Advisors's TBLD Position: Q2 2026 in Review

Sanctuary Advisors increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 8.6% in Q2 2026, buying an estimated $242K and bringing the position to 139,471 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #815.

Sanctuary Advisors first reported a position in TBLD in Q2 2024 and has held it in 9 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Sanctuary Advisors held 139,471 shares of Thornburg Income Builder Opportunities Trust worth $3.08M as of Q2 2026.
Sanctuary Advisors bought 10,995 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $242K.
Thornburg Income Builder Opportunities Trust made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #815 holding.
Sanctuary Advisors first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2024 and has held it in 9 quarters since.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.