US Bancorp
TBLD

US Bancorp’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

US Bancorp’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 		$110K Buy
+4,996
New +$110K ﹤0.01% 2398
2024
Q2 		– Sell
-7,500
Closed -$121K – 4107
2024
Q1 		$121K Buy
+7,500
New +$118K ﹤0.01% 2261

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

US Bancorp's TBLD Position: Q2 2026 in Review

US Bancorp opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2026: 4,996 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #2398 among its holdings. This is a return to the name: US Bancorp previously reported a position in TBLD as recently as Q1 2024.

US Bancorp first reported a position in TBLD in Q1 2024 and has held it in 2 quarters since. The position peaked at $121K in Q1 2024. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • US Bancorp held 4,996 shares of Thornburg Income Builder Opportunities Trust worth $110K as of Q2 2026.
  • Thornburg Income Builder Opportunities Trust was a new US Bancorp position in Q2 2026.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of US Bancorp's portfolio in Q2 2026, its #2398 holding.
  • US Bancorp first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2024 and has held it in 2 quarters since.
  • US Bancorp's Thornburg Income Builder Opportunities Trust position peaked at $121K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on US Bancorp's 13F filing for Q2 2026, filed 12 Aug 2026.