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 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 $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wolverine Asset Management's TBLD Position: Q1 2026 in Review

Wolverine Asset Management reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 59% in Q1 2026, selling an estimated $878K and leaving 28,663 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #894.

Wolverine Asset Management first reported a position in TBLD in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.95M in Q4 2021. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Wolverine Asset Management held 28,663 shares of Thornburg Income Builder Opportunities Trust worth $606K as of Q1 2026.
Wolverine Asset Management sold 41,212 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $878K.
Thornburg Income Builder Opportunities Trust made up 0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #894 holding.
Wolverine Asset Management first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2021 and has held it in 12 quarters since.
Wolverine Asset Management's Thornburg Income Builder Opportunities Trust position peaked at $3.95M in Q4 2021.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.