Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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SWA
TBLD
SOA Wealth Advisors’s
Thornburg Income Builder Opportunities Trust
TBLD
Stock Holding History
SOA Wealth Advisors’s Portfolio
TBLD Stock Details
TBLD Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$32K
Buy
1,629
+9
+
0.6
%
+$177
0.01%
432
2025
Q1
$29.1K
Hold
1,620
–
–
0.01%
410
2024
Q4
$26.4K
Hold
1,620
–
–
﹤0.01%
411
2024
Q3
$28.9K
Hold
1,620
–
–
0.01%
397
2024
Q2
$26.1K
Buy
+1,620
New
+$26.1K
0.01%
400
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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