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Equibles

TBLD · Thornburg Income Builder Opportunities Trust

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$20.67 -0.07 (-0.34%) At close · Sep 18
Rebalance outlook locked
Market Cap
$663.13M
Shares
32.08M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$20.67 Open$20.75 Day$20.52–20.88 52W close$19.54–22.84 Avg vol 30d64K Short int18K · 0.1% float · 1.0d Short vol32% DataJul 2021–Sep 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+3.9%
Trailing year
Short interest
0.1%
Latest settlement · 1.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Sell Momentum Weak Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 14.8 · calm Equity put/call 0.58
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −4%
below
Price vs 50-day avg −6%
below
RSI (14) 18
oversold
MACD trend Negative
52-week position 34%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return −7%
trailing
6-month return −1%
trailing
YTD return +3%
this year
Relative strength −21%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $22 › 200d $22 — 50d above 200d
Institutional flow Accumulating
+4% holders QoQ · +5 funds added
Insider flow Accumulating
Net +$82.6K over 90 days · 0% sells
Short interest Rising
0.06% of float · ▲ +55.0% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
56 holders — near 3-yr high, broad support
Squeeze score 33
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 −10%
past year
ATR 1.8%
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 Sell
2 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−4% Neutral
Price vs 50-day avg
−6% Bearish
RSI (14)
18 Neutral
MACD trend
Negative Bearish
52-week position
34% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $22 › 200d $22 — 50d above 200d
Institutional flow Accumulating
+4% holders QoQ · +5 funds added
Insider flow Accumulating
Net +$82.6K over 90 days · 0% sells
Short interest Rising
0.06% of float · ▲ +55.0% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
56 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $20 Now $21 · 34% Range high $23
vs 200-day avg -4% vs 50-day avg -6%

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
$663.13M +2.8% — — 0.1%
BLK
BlackRock, Inc.
 $344.91B -0.1% +16.2% 25.4 0.6%
BX
Blackstone Inc.
 $94.92B -18.9% +9.2% 28.4 2.9%
KKR
KKR & Co. Inc.
 $88.70B -22.5% -11.0% — 1.5%
BN
BROOKFIELD Corp /ON/
 $83.40B -18.3% — — 1.0%

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
56
% held
31.1%
Net QoQ
+958.5K sh
Top holder
UBS Group AG
Held Float
View
Short & Settlement
Short Interest Rising
Shares short
17.9K
Days to cover
1.0d
Change
+6.4K sh
View
Short Volume
Short vol %
32%
As of
Sep 18, 2026
Short Total
View
Fails to Deliver
FTD shares
4
Value
$89
As of
Aug 28, 2026
View
Off-Exchange
Off-exchange %
76.0%
Week of
Aug 10, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$82.6K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Feb 6, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
TBLD -3.3% -7.0% -0.8% -7.4% +2.8%
SPY -0.3% -0.1% +20.1% -0.7% +11.7%
vs SPY -3.0% -6.9% -20.9% -6.7% -8.9%
Key facts CIK 1820378 CUSIP 885213108 Visit website Investor relations