SG
TBLD

StoneX Group’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

StoneX Group’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
2024
Q1 		– Sell
-20,000
Closed -$310K – 714
2023
Q4 		$310K Buy
+20,000
New +$296K 0.03% 403

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

StoneX Group's TBLD Position: Q1 2024 in Review

StoneX Group sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2024, closing a stake of 20,000 shares — an estimated $310K sold.

StoneX Group first reported a position in TBLD in Q4 2023 and held it in 1 quarter. The position peaked at $310K in Q4 2023. 48 funds tracked by Wall St. Rank hold TBLD as of Q1 2024.

  • StoneX Group reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2024 after selling out during the quarter.
  • StoneX Group sold 20,000 Thornburg Income Builder Opportunities Trust shares in Q1 2024, an estimated $310K.
  • StoneX Group first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2023 and held it in 1 quarter.
  • StoneX Group's Thornburg Income Builder Opportunities Trust position peaked at $310K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2024.

Based on StoneX Group's 13F filing for Q1 2024, filed 1 May 2024.