Silver Oak Securities’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Silver Oak Securities’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	–	Sell	-10,060	Closed	-$202K	–	853
2025 Q4	$202K	Sell	10,060 -1,825	-15%	-$36.5K	0.01%	753
2025 Q3	$236K	Hold	11,885	–	–	0.02%	656
2025 Q2	$233K	Hold	11,885	–	–	0.02%	610
2025 Q1	$211K	Buy	11,885 +750	+7%	+$12.9K	0.02%	583
2024 Q4	$183K	Buy	+11,135	New	+$188K	0.02%	595

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Silver Oak Securities's TBLD Position: Q1 2026 in Review

Silver Oak Securities sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2026, closing a stake of 10,060 shares — an estimated $202K sold.

Silver Oak Securities first reported a position in TBLD in Q4 2024 and held it in 5 quarters. The position peaked at $236K in Q3 2025. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Silver Oak Securities reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2026 after selling out during the quarter.
Silver Oak Securities sold 10,060 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $202K.
Silver Oak Securities first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2024 and held it in 5 quarters.
Silver Oak Securities's Thornburg Income Builder Opportunities Trust position peaked at $236K in Q3 2025.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.