XT
TBLD

XTX Topco’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

XTX Topco’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
2025
Q2 		– Sell
-13,348
Closed -$239K – 3150
2025
Q1 		$239K Buy
+13,348
New +$230K 0.01% 1576

Other funds holding TBLD

UBS Group
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

XTX Topco's TBLD Position: Q2 2025 in Review

XTX Topco sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2025, closing a stake of 13,348 shares — an estimated $239K sold.

XTX Topco first reported a position in TBLD in Q1 2025 and held it in 1 quarter. The position peaked at $239K in Q1 2025. 47 funds tracked by Wall St. Rank hold TBLD as of Q2 2025.

  • XTX Topco reported no remaining Thornburg Income Builder Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • XTX Topco sold 13,348 Thornburg Income Builder Opportunities Trust shares in Q2 2025, an estimated $239K.
  • XTX Topco first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2025 and held it in 1 quarter.
  • XTX Topco's Thornburg Income Builder Opportunities Trust position peaked at $239K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2025.

Based on XTX Topco's 13F filing for Q2 2025, filed 12 Aug 2025.