Truist Financial
TBLD

Truist Financial’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Truist Financial’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 		$210K Buy
+9,501
New +$209K ﹤0.01% 2765
2022
Q2 		– Sell
-18,600
Closed -$318K – 2771
2022
Q1 		$318K Buy
18,600
+8,000
+75% +$144K ﹤0.01% 2282
2021
Q4 		$198K Buy
+10,600
New +$205K ﹤0.01% 2594

Other funds holding TBLD

DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Truist Financial's TBLD Position: Q2 2026 in Review

Truist Financial opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2026: 9,501 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #2765 among its holdings. This is a return to the name: Truist Financial previously reported a position in TBLD as recently as Q1 2022.

Truist Financial first reported a position in TBLD in Q4 2021 and has held it in 3 quarters since. The position peaked at $318K in Q1 2022. 23 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Truist Financial held 9,501 shares of Thornburg Income Builder Opportunities Trust worth $210K as of Q2 2026.
  • Thornburg Income Builder Opportunities Trust was a new Truist Financial position in Q2 2026.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2765 holding.
  • Truist Financial first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2021 and has held it in 3 quarters since.
  • Truist Financial's Thornburg Income Builder Opportunities Trust position peaked at $318K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.