TBLD on Nasdaq

Thornburg Income Builder Opportunities Trust

Thornburg Income Builder Opportunities Trust is a trust registered in the United States, based in Santa Fe, active since 2020.² Its shares trade on Nasdaq under the symbol TBLD.²

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Last updated Oct 20, 2026.

Overview

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TickerTBLD on Nasdaq²
HeadquartersSanta Fe, United States²
Incorporated inDE³
Business address2300 North Ridgetop Road, Santa Fe, Santa Fe, Nm 87506³
Legal formStatutory Trust²
Kind of organizationTrust²
LEI5493002O2SJJPEDP7413²
StatusActive²
LEI statusIssued and current²
Registered addressC/O COGENCY GLOBAL INC., 19904 Dover, United States²
Registered withDivision of Corporations, Department of State, 3329094²

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Corporate structure

Thornburg Income Builder Opportunities Trust sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Thornburg Income Builder Opportunities Trust

UBS Filed SCHEDULE 13G on Thornburg Income Builder Opportunities Trust, latest Oct 31, 2024

Thornburg Income Builder Opportunities Trust Santa Fe, New Mexico, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led Thornburg Income Builder Opportunities Trust, and when. Pick a name to see everywhere that person has worked.

President

Jason H. Brady2021–2022

Chief financial officer

Curtis Holloway2021

2025

PresidentJason H. Brady Jul 27, 2021 to Dec 22, 2022⁴
Chief financial officerCurtis Holloway Jul 27, 2021 to Jul 27, 2021⁵

Board members and other officers (8)

Chief Compliance OfficerMolly Fisher Apr 10, 2024 to Apr 10, 2024⁶
SecretaryGeoffrey E. Black Jun 26, 2024 to Jun 26, 2024⁷
Chief Compliance OfficerStephen Velie Jul 27, 2021 to Jul 27, 2021⁸
Assistant TreasurerVilayphone Lithiluxa Jul 27, 2021 to Jul 27, 2021⁹
Vice PresidentJeff Klingelhofer Sep 22, 2021 to Sep 22, 2021¹⁰
SecretaryNatasha Rippel Sep 22, 2021 to Sep 22, 2021¹¹
Vice PresidentRandy Dry Sep 22, 2021 to Sep 22, 2021¹²
Board memberAnne W. Kritzmire Sep 18, 2026 to now¹³

Timeline

Jul 28, 2020Founded Thornburg Income Builder Opportunities Trust is founded²

Filings

66 filings to the SEC since October 2021: 13 insider forms, 1 large holders, 52 other. The latest 20:

Oct 8, 202640-17G THORNBURG INCOME BUILDER OPPORTUNITIES TRUST EDGAR
Sep 18, 20264 EDGAR
Aug 25, 2026N-PX EDGAR
Aug 24, 2026NPORT-P EDGAR
Aug 19, 20264 EDGAR
May 26, 2026NPORT-P EDGAR
May 21, 2026N-CSRS THORNBURG INCOME BUILDER OPPORTUNITIES TRUST EDGAR
Feb 20, 2026NPORT-P EDGAR
Feb 6, 2026DEF 14A EDGAR
Dec 2, 2025N-CEN EDGAR
Nov 24, 2025NPORT-P EDGAR
Nov 24, 2025N-CSR THORNBURG INCOME BUILDER OPPORTUNITIES TRUST EDGAR
Oct 10, 202540-17G THORNBURG INCOME BUILDER OPPORTUNITIES TRUST EDGAR
Aug 22, 2025N-PX EDGAR
Aug 21, 2025NPORT-P EDGAR
May 23, 2025NPORT-P EDGAR
May 21, 2025N-CSRS THORNBURG INCOME BUILDER OPPORTUNITIES TRUST EDGAR
Feb 27, 2025N-CSR/A THORNBURG INCOME BUILDER OPPORTUNITIES TRUST EDGAR
Feb 21, 2025NPORT-P EDGAR
Feb 7, 2025DEF 14A EDGAR

The 66 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

11 open-market trades by officers, directors and large owners since October 2021: 11 buys and 0 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Sep 16, 2026	Kritzmire Anne W.Director	Buy	300	$20.78	$6.2K	Form 4
Aug 5, 2026	Kritzmire Anne W.Director	Buy	3,440	$22.20	$76.4K	Form 4
Jul 18, 2024	Kritzmire Anne W.Director	Buy	1,000	$16.40	$16.4K	Form 4
Apr 23, 2024	WIXTED BRIAN W.	Buy	1,620	$15.50	$25.1K	Form 4
Sep 18, 2023	Kritzmire Anne W.Director	Buy	400	$14.96	$6.0K	Form 4
Dec 22, 2022	Brady Jason H.PRESIDENT	Buy	30,000	$14.19	$425.7K	Form 4
Nov 30, 2022	Kirby Benjamin D.	Buy	3,513	$14.27	$50.1K	Form 4
Jan 5, 2022	Brady Jason H.PRESIDENT	Buy	47,000	$18.83	$885.0K	Form 4
Jan 3, 2022	Brady Jason H.PRESIDENT	Buy	5,000	$18.81	$94.0K	Form 4
Dec 15, 2021	Tantra Dina A.	Buy	3,400	$18.09	$61.5K	Form 4
Dec 2, 2021	Kirby Benjamin D.	Buy	1,000	$18.28	$18.3K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

UBSSCHEDULE 13G, 1 filing Oct 31, 2024¹⁴

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 55. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
UBS Group AG	1,856,110	$41.0M	0.0%	+12,933
DKM Wealth Management, Inc.	957,773	$21.1M	13.8%	−6,800
Stifel Financial Corp	837,046	$18.5M	0.0%	+63,666
Morgan Stanley	771,895	$17.0M	0.0%	+49,696
Atlas Wealth LLC	710,893	$15.7M	2.2%	New
Raymond James Financial Inc	705,598	$15.6M	0.0%	+78,689
Advisors Asset Management, Inc.	567,963	$12.5M	0.2%	−24,589
Kera Capital Partners, Inc.	481,195	$10.6M	1.0%	+27,853
Royal Bank Of Canada	462,544	$10.2M	0.0%	+14,589
Wells Fargo & Company/mn	427,434	$9.4M	0.0%	−56,375
LPL Financial LLC	325,663	$7.2M	0.0%	+21,935
Rockefeller Capital Management L.P.	161,091	$3.6M	0.0%	+4,043
Sanctuary Advisors, LLC	139,471	$3.1M	0.0%	+10,995
Private Advisor Group, LLC	121,022	$2.7M	0.0%	+5,248
Wealth Enhancement Advisory Services, LLC	120,616	$2.6M	0.0%	+47,400
Hennion & Walsh Asset Management, Inc.	104,913	$2.3M	0.1%	+2,563
Thomas J. Herzfeld Advisors, Inc.	80,479	$1.8M	0.5%	+10,977
Alessandra Capital Management, LLC	79,006	$1.7M	1.2%	−3,640
Evolve Private Wealth, LLC	77,958	$1.7M	0.1%	−5,892
Invesco Ltd.	77,632	$1.7M	0.0%	−1,656
Concurrent Investment Advisors, LLC	71,540	$1.6M	0.0%	−20,506
D.a. Davidson & Co.	69,238	$1.5M	0.0%	+63
Kestra Advisory Services, LLC	67,406	$1.5M	0.0%	−1,322
Osaic Holdings, Inc.	56,219	$1.2M	0.0%	+9,643
Financial Management Network Inc	48,377	$1.1M	0.2%	+4,206

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Thornburg Income Builder Opportunities Trust is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARThornburg Income Builder Opportunities Trust¹
CIK0001820378
Employer ID (EIN)85-2281958¹
Incorporated inDelaware¹
Fiscal year endsSeptember 30¹
Business address2300 North Ridgetop Road, Santa Fe, Santa Fe, NM 87506¹
Phone(505) 984-0200¹
On EDGAR sinceAug 5, 2020¹
Filings95 in all: NPORT-P (20), 3 (15), 4 (11), 40-17G (6), N-2/A (5), N-CEN (5), N-CSR (5), N-CSRS (5)¹
All 21 form types
N-PX (5), DEF 14A (4), CORRESP (3), N-CSR/A (2), 424B1 (1), 8-A12B (1), CERT (1), EFFECT (1), N-2 (1), N-2MEF (1), N-8A (1), SCHEDULE 13G (1), UPLOAD (1)
Latest filingsProxy statement (DEF 14A) Feb 6, 2026

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARThornburg Income Builder Opportunities Trust filings on SEC EDGAR
2
GLEIFThornburg Income Builder Opportunities Trust LEI record (5493002O2SJJPEDP7413)
3
SEC EDGARThornburg Income Builder Opportunities Trust filings on SEC EDGAR
4
SEC EDGARJason H. Brady, President
5
SEC EDGARCurtis Holloway, Chief financial officer
6
SEC EDGARMolly Fisher, Chief Compliance Officer
7
SEC EDGARGeoffrey E. Black, Secretary
8
SEC EDGARStephen Velie, Chief Compliance Officer
9
SEC EDGARVilayphone Lithiluxa, Assistant Treasurer
10
SEC EDGARJeff Klingelhofer, Vice President
11
SEC EDGARNatasha Rippel, Secretary
12
SEC EDGARRandy Dry, Vice President
13
SEC EDGARAnne W. Kritzmire, Board member
14
SEC EDGARUBS SCHEDULE 13G on Thornburg Income Builder Opportunities Trust