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Thornburg Income Builder shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of Thornburg Income Builder (TBLD) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in Thornburg Income Builder

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

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Quarterly reported holdings in Thornburg Income Builder by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 84k 21.15

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Top funds holding Thornburg Income Builder

UBS Group
DKM Wealth Management
Stifel Financial
Raymond James Financial
Advisors Asset Management
Kera Capital Partners
Wells Fargo & Company
LPL Financial
Thomas J. Herzfeld Advisors
Rockefeller Capital Management
Private Advisor
Concurrent Investment Advisors
Kestra Advisory Services
Sanctuary Advisors
Hennion & Walsh Asset Management

View all funds holding Thornburg Income Builder