Thurston Springer Miller Herd & Titak’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Thurston Springer Miller Herd & Titak’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	$13.2K	Buy	600 +400	+200%	+$8.79K	﹤0.01%	779
2026 Q1	$4.23K	Sell	200 -250	-56%	-$5.33K	﹤0.01%	1076
2025 Q4	$9.04K	Buy	450 +250	+125%	+$5K	﹤0.01%	991
2025 Q3	$3.98K	Sell	200 -1,050	-84%	-$20.8K	0.01%	433
2025 Q2	$24.5K	Buy	1,250 +1,000	+400%	+$18.2K	﹤0.01%	877
2025 Q1	$4.49K	Buy	+250	New	+$4.31K	﹤0.01%	1302

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

Thurston Springer Miller Herd & Titak's TBLD Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 200% in Q2 2026, buying an estimated $8.79K and bringing the position to 600 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Thurston Springer Miller Herd & Titak first reported a position in TBLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.5K in Q2 2025. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Thurston Springer Miller Herd & Titak held 600 shares of Thornburg Income Builder Opportunities Trust worth $13.2K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 400 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $8.79K.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #779 holding.
Thurston Springer Miller Herd & Titak first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2025 and has held it in 6 quarters since.
Thurston Springer Miller Herd & Titak's Thornburg Income Builder Opportunities Trust position peaked at $24.5K in Q2 2025.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.