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Equibles

NewEdge Advisors, LLC

Position in TBLD — Thornburg Income Builder Opportunities Trust

CIK 1633516 NEW ORLEANS, LA
Back to TBLD Full portfolio

Position in TBLD

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$364,441
+$349,178 QoQ
Shares Held
16,513
+8.2% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 56 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TBLD Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. TBLD ranks #158 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 73,695 $70,862,164
2 BX
Blackstone Inc.
 93,282 $10,976,492
3 PSUS
Pershing Square USA, Ltd.
 254,260 $9,504,238
4 PDI
PIMCO Dynamic Income Fund
 431,148 $7,200,171
5 UTG
Reaves Utility Income Fund
 172,636 $7,029,737
6 NAD
Nuveen Quality Municipal Income Fund
 486,357 $5,894,646
7 IVZ
Invesco Ltd.
 222,541 $5,872,856
8 KKR
KKR & Co. Inc.
 62,393 $5,726,429

All Filings in TBLD

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $364,441 16,513
2026-03-31 $15,263 15,263
2025-12-31 $312,816 15,563
2025-09-30 $341,173 17,153
2025-06-30 $318,883 16,253
2025-03-31 $264,668 14,753
2024-12-31 $240,178 14,753
2024-09-30 $307,448 17,253
2024-06-30 $440,961 27,338
2024-03-31 $499,264 30,876
2023-12-31 $445,199 28,704
2023-09-30 $474,091 32,472