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Thornburg Income Builder shares owned by Bright Futures Wealth Management

Quarter-by-quarter ownership of Thornburg Income Builder (TBLD) shares owned by Bright Futures Wealth Management from 13F filings

Historical chart of Bright Futures Wealth Management investment in Thornburg Income Builder

Tip: Access up to 7 years of quarterly data

All positions including Thornburg Income Builder held by Bright Futures Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Thornburg Income Builder by Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $189k 12k 16.25
2024-03-31 $186k 12k 15.99

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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Pacer Us Small (CALF)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Blackstone Mtg Tr Com Cl A (BXMT)
Fidelity Covington Trust High Divid Etf (FDVV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchange Traded Nasdq Cln Edge (GRID)

View all positions for Bright Futures Wealth Management

Top funds holding Thornburg Income Builder

UBS Group
Saba Capital Management
Advisors Asset Management
Stifel Financial
Atlas Wealth
Raymond James & Associates
Wells Fargo & Company
Morgan Stanley
Royal Bank of Canada
Thomas J. Herzfeld Advisors
1607 Capital Partners
Cohen & Steers Capital Management
Sanctuary Advisors
Invesco
Private Advisor

View all funds holding Thornburg Income Builder