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Thornburg Income Builder shares owned by Whittier Trust

Quarter-by-quarter ownership of Thornburg Income Builder (TBLD) shares owned by Whittier Trust from 13F filings

Historical chart of Whittier Trust investment in Thornburg Income Builder

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All positions including Thornburg Income Builder held by Whittier Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Thornburg Income Builder by Whittier Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $10k 500 20.24

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Amazon.com common (AMZN)
Ishares S&p 500 common (IVV)
SPDR S&P 500 common (SPY)
Broadcom common (AVGO)
Jp Morgan Chase common (JPM)
Lilly Eli & Co common (LLY)
Meta Platforms common (META)
Visa common (V)
I Shares S&p Mid 400 common (IJH)
Berkshire Clb common (BRK.B)
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View all positions for Whittier Trust

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