Wolverine Asset Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Wolverine Asset Management’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	–	Sell	-28,663	Closed	-$606K	–	1872
2026 Q1	$606K	Sell	28,663 -41,212	-59%	-$878K	0.01%	894
2025 Q4	$1.4M	Buy	+69,875	New	+$1.4M	0.01%	699
2025 Q1	–	Sell	-71,548	Closed	-$1.16M	–	1770
2024 Q4	$1.16M	Buy	+71,548	New	+$1.21M	0.01%	649
2024 Q3	–	Sell	-20,630	Closed	-$333K	–	1786
2024 Q2	$333K	Buy	+20,630	New	+$327K	﹤0.01%	910
2024 Q1	–	Sell	-19,710	Closed	-$306K	–	1883
2023 Q4	$306K	Sell	19,710 -2,247	-10%	-$33.3K	﹤0.01%	975
2023 Q3	$321K	Buy	21,957 +2,873	+15%	+$43.6K	﹤0.01%	973
2023 Q2	$291K	Buy	+19,084	New	+$291K	﹤0.01%	941
2023 Q1	–	Sell	-272,653	Closed	-$3.89M	–	2080
2022 Q4	$3.89M	Sell	272,653 -24,527	-8%	-$341K	0.04%	397
2022 Q3	$3.79M	Buy	297,180 +108,854	+58%	+$1.59M	0.04%	380
2022 Q2	$2.73M	Buy	188,326 +19,574	+12%	+$306K	0.03%	463
2022 Q1	$2.88M	Sell	168,752 -42,932	-20%	-$771K	0.03%	420
2021 Q4	$3.95M	Buy	+211,684	New	+$4.09M	0.04%	367

Other funds holding TBLD

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wolverine Asset Management's TBLD Position: Q2 2026 in Review

Wolverine Asset Management sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2026, closing a stake of 28,663 shares — an estimated $606K sold.

Wolverine Asset Management first reported a position in TBLD in Q4 2021 and held it in 12 quarters. The position peaked at $3.95M in Q4 2021. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Wolverine Asset Management reported no remaining Thornburg Income Builder Opportunities Trust position as of Q2 2026 after selling out during the quarter.
Wolverine Asset Management sold 28,663 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $606K.
Wolverine Asset Management first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2021 and held it in 12 quarters.
Wolverine Asset Management's Thornburg Income Builder Opportunities Trust position peaked at $3.95M in Q4 2021.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.