UBS Group
TBLD

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

UBS 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
2026
Q2 		$41M Buy
1,856,110
+12,933
+0.7% +$284K 0.01% 1952
2026
Q1 		$39M Buy
1,843,177
+56,687
+3% +$1.21M 0.01% 1887
2025
Q4 		$35.9M Sell
1,786,490
-235,912
-12% -$4.72M 0.01% 1988
2025
Q3 		$40.2M Sell
2,022,402
-56,997
-3% -$1.13M 0.01% 1847
2025
Q2 		$40.8M Buy
2,079,399
+32,839
+2% +$597K 0.01% 1704
2025
Q1 		$36.7M Buy
2,046,560
+14,115
+0.7% +$243K 0.01% 1755
2024
Q4 		$33.1M Buy
2,032,445
+231,801
+13% +$3.92M 0.01% 1828
2024
Q3 		$32.1M Buy
1,800,644
+178,070
+11% +$3M 0.01% 1463
2024
Q2 		$26.2M Buy
1,622,574
+144,959
+10% +$2.3M 0.01% 1471
2024
Q1 		$23.9M Buy
1,477,615
+185,126
+14% +$2.92M 0.01% 1549
2023
Q4 		$20M Buy
1,292,489
+118,260
+10% +$1.75M 0.01% 1585
2023
Q3 		$17.1M Buy
1,174,229
+172,030
+17% +$2.61M 0.01% 1595
2023
Q2 		$15.3M Buy
1,002,199
+41,922
+4% +$640K 0.01% 1657
2023
Q1 		$15M Buy
960,277
+65,331
+7% +$986K 0.01% 1607
2022
Q4 		$12.8M Buy
894,946
+14,977
+2% +$208K ﹤0.01% 1739
2022
Q3 		$11.2M Buy
879,969
+246,112
+39% +$3.59M ﹤0.01% 1690
2022
Q2 		$9.2M Buy
633,857
+87,961
+16% +$1.38M ﹤0.01% 1880
2022
Q1 		$9.33M Sell
545,896
-45,857
-8% -$824K ﹤0.01% 1992
2021
Q4 		$11M Buy
591,753
+288,656
+95% +$5.58M ﹤0.01% 2055
2021
Q3 		$6.08M Buy
+303,097
New +$6.11M ﹤0.01% 2464

Other funds holding TBLD

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group's TBLD Position: Q2 2026 in Review

UBS Group increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 0.7% in Q2 2026, buying an estimated $284K and bringing the position to 1,856,110 shares worth $41M. The position accounts for 0.01% of the portfolio, ranked #1952.

UBS Group first reported a position in TBLD in Q3 2021 and has held it in 20 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • UBS Group held 1,856,110 shares of Thornburg Income Builder Opportunities Trust worth $41M as of Q2 2026.
  • UBS Group bought 12,933 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $284K.
  • Thornburg Income Builder Opportunities Trust made up 0.01% of UBS Group's portfolio in Q2 2026, its #1952 holding.
  • UBS Group first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2021 and has held it in 20 quarters since.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.