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TBLD · Thornburg Income Builder Opportunities Trust

$22.16 -0.07 (-0.31%) At close · Aug 5
Market Cap
$708.37M
Shares
32.08M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$22.16 Open$22.32 Day$21.92–22.35 52W$18.23–22.77 Avg vol 30d49K Short int25K · 0.1% float · 1.0d Short vol20% DataJul 2021–Aug 2026

Up next

FQ4-26 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Strong Buy Momentum Strong Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.46
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +4%
above
Price vs 50-day avg +1%
above
RSI (14) 57
neutral
MACD trend Positive
52-week position 87%
near high
Momentum
relative strength
Strong
1-month return +2%
trailing
6-month return +4%
trailing
YTD return +13%
this year
Relative strength −8%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $22 › 200d $21 — 50d above 200d
Institutional flow Accumulating
26 of 54 funds reported for Jun 30 · net +740.9K sh shares · +3 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.08% of float · ▼ -10.9% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
54 holders — mid 3-yr range
Squeeze score 34
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 12%
annualized · 1-yr
Max drawdown −8%
past year
ATR 1.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 2 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+4% Bullish
Price vs 50-day avg
+1% Bullish
RSI (14)
57 Neutral
MACD trend
Positive Bullish
52-week position
87% Bullish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $22 › 200d $21 — 50d above 200d
Institutional flow Accumulating
26 of 54 funds reported for Jun 30 · net +740.9K sh shares · +3 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.08% of float · ▼ -10.9% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
54 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $18 Now $22 · 87% 52-wk high $23
vs 200-day avg +4% vs 50-day avg +1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
TBLD
Thornburg Income Builder Opportunities Trust
this stock
$708.37M +13.5% 0.1%
BLK
BlackRock, Inc.
$369.19B +7.1% +16.2% 28.5 0.6%
BX
Blackstone Inc.
$100.54B -9.0% +9.2% 34.7 3.2%
BN
BROOKFIELD Corp /ON/
$99.48B -2.6% 0.7%
KKR
KKR & Co. Inc.
$94.87B -16.8% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
55
% held
30.4%
Reported
26 of 54
Top holder
UBS Group AG
Held Float
View
Held by Funds
Fund positions
2
View
Short & Settlement
Short Interest Falling
Shares short
25.2K
Days to cover
1.0d
Change
-3.1K sh
View
Short Volume
Short vol %
20%
As of
Aug 5, 2026
Short Total
View
Fails to Deliver
FTD shares
14.1K
Value
$307.5K
As of
Jul 13, 2026
View
Off-Exchange
Off-exchange %
74.1%
Week of
Jun 29, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Feb 6, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
TBLD +2.6% +2.1% +3.7% +1.1% +13.5%
SPY +5.5% +3.3% +11.3% +3.1% +12.9%
vs SPY -2.9% -1.2% -7.6% -1.9% +0.6%

Capital returns

Latest dividend
$0.104 / share · ex Jul 13, 2026
Paid (TTM)
$1.248 / share · 12 payouts
Dividend yield (TTM, derived)
5.63%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1820378 CUSIP 885213108 13F (30d) 24 filings 24 filers Visit website