WT
TBLD

Whittier Trust’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Whittier Trust’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 		$11.1K Hold
500
– – ﹤0.01% 1130
2026
Q1 		$10.7K Hold
500
– – ﹤0.01% 1117
2025
Q4 		$10.1K Buy
+500
New +$10K ﹤0.01% 1131

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

Whittier Trust's TBLD Position: Q2 2026 in Review

Whittier Trust held its Thornburg Income Builder Opportunities Trust (TBLD) position steady in Q2 2026 at 500 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Whittier Trust first reported a position in TBLD in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Whittier Trust held 500 shares of Thornburg Income Builder Opportunities Trust worth $11.1K as of Q2 2026.
  • Whittier Trust left its Thornburg Income Builder Opportunities Trust share count unchanged in Q2 2026.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1130 holding.
  • Whittier Trust first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.