Thornburg Income Builder Opportunities Trust
TBLD- Exchange
- Nasdaq
- SEC CIK
- 0001820378
In the last 90 days, Thornburg Income Builder Opportunities Trust insiders filed 2 open-market purchases and 0 sales; 56 institutions reported holding it in 13F filings for Q2 2026, worth $220.7M in total; no superinvestor holds it.
Key figures
- Insider buysLast 90 days, $82.6K in total
- 2
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +2 vs. previous quarter
- 56
- 13F valueReported value at the end of Q2 2026
- $220.7M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding TBLD, Q2 2026
No superinvestor reported holding TBLD at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Thornburg Income Builder Opportunities Trust insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 18, 2026 (view filing)6:07 PM ET | Sep 16 | 2 days | Kritzmire Anne W.Director | PPurchase | +300 | $20.78 | +$6.23K | +5.9%5.34K after | |
| Aug 19, 2026 (view filing)4:57 PM ET | Aug 5 | 14 daysLate | Kritzmire Anne W.Other: TRUSTEE | PPurchase | +3.44K | $22.20 | +$76.4K | +245.7%4.84K after | |
| Jul 22, 2024 (view filing) | Jul 18 | 4 days | Kritzmire Anne W.Other: TRUSTEE | PPurchase | +1.00K | $16.40 | +$16.4K | +250.0%1.40K after | |
| Apr 25, 2024 (view filing) | Apr 23 | 2 days | Wixted Brian W.Other: Trustee | PPurchase | +1.62K | $15.50 | +$25.1K | New position1.62K after | |
| Sep 20, 2023 (view filing) | Sep 18 | 2 days | Kritzmire Anne W.Other: TRUSTEE | PPurchase | +400 | $14.96 | +$5.98K | New position400 after | |
| Dec 22, 2022 (view filing) | Dec 22 | Same day | Brady Jason H.PRESIDENT | PPurchase | +30.0K | $14.19 | +$425.7K | +57.7%82.0K after | |
| Nov 30, 2022 (view filing) | Nov 30 | Same day | Kirby Benjamin D.Other: TRUSTEE | PPurchase | +3.51K | $14.27 | +$50.1K | +175.7%5.51K after | |
| Jan 5, 2022 (view filing) | Jan 3-5 | 2 days | Brady Jason H.President | PPurchase | +52.0K | $18.83 | +$979.1K | New position52.0K after | 2 lots |
| Dec 17, 2021 (view filing) | Dec 15 | 2 days | Tantra Dina A.Other: Trustee | PPurchase | +3.40K | $18.09 | +$61.5K | New position3.40K after | |
| Dec 2, 2021 (view filing) | Dec 2 | Same day | Kirby Benjamin D.Other: Trustee | PPurchase | +1.00K | $18.28 | +$18.3K | +100.0%2.00K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Thornburg Income Builder Opportunities Trust at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,856,110 | $41.0M | 0.01% | +12,933+0.7% | Added |
| DKM Wealth Management, Inc. | 957,773 | $21.1M | 13.82% | −6,800−0.7% | Reduced |
| Stifel Financial Corp | 837,046 | $18.5M | 0.02% | +63,666+8.2% | Added |
| Morgan Stanley | 771,895 | $17.0M | 0.00% | +49,696+6.9% | Added |
| Atlas Wealth LLC | 710,893 | $15.7M | 2.24% | +710,893 | New |
| Raymond James Financial Inc | 705,598 | $15.6M | 0.00% | +78,689+12.6% | Added |
| Advisors Asset Management, Inc. | 567,963 | $12.5M | 0.19% | −24,589−4.1% | Reduced |
| Kera Capital Partners, Inc. | 481,195 | $10.6M | 1.02% | +27,853+6.1% | Added |
| Royal Bank of Canada | 462,544 | $10.2M | 0.00% | +14,589+3.3% | Added |
| Wells Fargo & Company | 427,434 | $9.43M | 0.00% | −56,375−11.7% | Reduced |