SPIA
TBLD

Steward Partners Investment Advisory’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Steward Partners Investment Advisory’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 		$550K Sell
24,919
-2,235
-8% -$49.1K ﹤0.01% 1640
2026
Q1 		$574K Buy
27,154
+4,904
+22% +$104K ﹤0.01% 1443
2025
Q4 		$447K Buy
22,250
+790
+4% +$15.8K ﹤0.01% 1489
2025
Q3 		$427K Buy
21,460
+2,017
+10% +$40K ﹤0.01% 1463
2025
Q2 		$381K Buy
19,443
+8,455
+77% +$154K ﹤0.01% 1428
2025
Q1 		$197K Sell
10,988
-1,993
-15% -$34.3K ﹤0.01% 1653
2024
Q4 		$211K Buy
12,981
+21
+0.2% +$355 ﹤0.01% 1578
2024
Q3 		$231K Buy
12,960
+313
+2% +$5.26K ﹤0.01% 1457
2024
Q2 		$204K Sell
12,647
-345
-3% -$5.47K ﹤0.01% 1438
2024
Q1 		$210K Buy
12,992
+1,059
+9% +$16.7K ﹤0.01% 1410
2023
Q4 		$185K Sell
11,933
-2,036
-15% -$30.1K ﹤0.01% 1407
2023
Q3 		$204K Sell
13,969
-931
-6% -$14.1K ﹤0.01% 1274
2023
Q2 		$227K Buy
14,900
+1,750
+13% +$26.7K ﹤0.01% 1223
2023
Q1 		$205K Buy
13,150
+2,500
+23% +$37.7K ﹤0.01% 1269
2022
Q4 		$152K Hold
10,650
– – ﹤0.01% 1362
2022
Q3 		$136K Hold
10,650
– – ﹤0.01% 1371
2022
Q2 		$155K Sell
10,650
-1,298
-11% -$20.3K ﹤0.01% 1314
2022
Q1 		$204K Buy
+11,948
New +$215K ﹤0.01% 1280

Other funds holding TBLD

UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steward Partners Investment Advisory's TBLD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 8.2% in Q2 2026, selling an estimated $49.1K and leaving 24,919 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Steward Partners Investment Advisory first reported a position in TBLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $574K in Q1 2026. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Steward Partners Investment Advisory held 24,919 shares of Thornburg Income Builder Opportunities Trust worth $550K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,235 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $49.1K.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1640 holding.
  • Steward Partners Investment Advisory first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2022 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's Thornburg Income Builder Opportunities Trust position peaked at $574K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.