WS
TBLD

Wedbush Securities’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Wedbush Securities’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
Q1 		$848K Buy
40,087
+118
+0.3% +$2.51K 0.02% 508
2025
Q4 		$803K Buy
39,969
+1,550
+4% +$31K 0.02% 517
2025
Q3 		$764K Sell
38,419
-616
-2% -$12.2K 0.03% 513
2025
Q2 		$766K Buy
39,035
+1,927
+5% +$35K 0.03% 490
2025
Q1 		$666K Sell
37,108
-5,063
-12% -$87.2K 0.02% 516
2024
Q4 		$687K Buy
42,171
+11,880
+39% +$201K 0.02% 499
2024
Q3 		$540K Sell
30,291
-6,806
-18% -$114K 0.02% 588
2024
Q2 		$598K Sell
37,097
-3,908
-10% -$62K 0.02% 563
2024
Q1 		$663K Sell
41,005
-2,513
-6% -$39.6K 0.02% 534
2023
Q4 		$675K Buy
43,518
+4,607
+12% +$68.2K 0.03% 453
2023
Q3 		$568K Buy
38,911
+3,919
+11% +$59.5K 0.03% 476
2023
Q2 		$533K Buy
34,992
+2,302
+7% +$35.1K 0.03% 519
2023
Q1 		$510K Sell
32,690
-10,123
-24% -$153K 0.03% 519
2022
Q4 		$611K Sell
42,813
-17,384
-29% -$241K 0.03% 450
2022
Q3 		$767K Sell
60,197
-1,899
-3% -$27.7K 0.04% 357
2022
Q2 		$901K Buy
+62,096
New +$972K 0.05% 319
2022
Q1 		– Sell
-32,860
Closed -$613K – 1200
2021
Q4 		$613K Buy
32,860
+10,610
+48% +$205K 0.03% 536
2021
Q3 		$446K Buy
+22,250
New +$449K 0.02% 663

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wedbush Securities's TBLD Position: Q1 2026 in Review

Wedbush Securities increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 0.3% in Q1 2026, buying an estimated $2.51K and bringing the position to 40,087 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #508.

Wedbush Securities first reported a position in TBLD in Q3 2021 and has held it in 18 quarters since. The position peaked at $901K in Q2 2022. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

  • Wedbush Securities held 40,087 shares of Thornburg Income Builder Opportunities Trust worth $848K as of Q1 2026.
  • Wedbush Securities bought 118 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $2.51K.
  • Thornburg Income Builder Opportunities Trust made up 0.02% of Wedbush Securities's portfolio in Q1 2026, its #508 holding.
  • Wedbush Securities first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2021 and has held it in 18 quarters since.
  • Wedbush Securities's Thornburg Income Builder Opportunities Trust position peaked at $901K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.