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
Q2 		$939K Buy
42,539
+2,452
+6% +$53.9K 0.02% 503
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 $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

Wedbush Securities's TBLD Position: Q2 2026 in Review

Wedbush Securities increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 6.1% in Q2 2026, buying an estimated $53.9K and bringing the position to 42,539 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #503.

Wedbush Securities first reported a position in TBLD in Q3 2021 and has held it in 19 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Wedbush Securities held 42,539 shares of Thornburg Income Builder Opportunities Trust worth $939K as of Q2 2026.
  • Wedbush Securities bought 2,452 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $53.9K.
  • Thornburg Income Builder Opportunities Trust made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #503 holding.
  • Wedbush Securities first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2021 and has held it in 19 quarters since.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.