Kw Wealth Management »

Thornburg Income Builder shares owned by Kw Wealth Management

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

Historical chart of Kw Wealth Management investment in Thornburg Income Builder

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Thornburg Income Builder by Kw Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $283k 14k 20.10

More positions owned by Kw Wealth Management

Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Microsoft Corporation (MSFT)
RBB Us Treas 3 Mnth (TBIL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Visa Com Cl A (V)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Min Vol (USMV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Kw Wealth Management

Top funds holding Thornburg Income Builder

UBS Group
DKM Wealth Management
Stifel Financial
Raymond James Financial
Advisors Asset Management
Royal Bank of Canada
Kera Capital Partners
Wells Fargo & Company
LPL Financial
Thomas J. Herzfeld Advisors
Rockefeller Capital Management
Wealth Enhancement Advisory Services
Private Advisor
Kestra Advisory Services
Sanctuary Advisors

View all funds holding Thornburg Income Builder