Shaker Financial Services, LLC Thornburg Income Builder Opportunities Trust Transaction History

Shaker Financial Services, LLC

  • $301 Million
  • Q4 2025

A detailed history of Shaker Financial Services, LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Shaker Financial Services, LLC holds 54,866 shares of TBLD stock, worth $1.11 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
54,866
Holding current value
$1.11 Million
% of portfolio
0.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$19.91 - $20.54 $1.09 Million - $1.13 Million
54,866 New
54,866 $1.11 Million
Q2 2024

Aug 02, 2024
SELL
$15.24 - $16.39 $59,100 - $63,560
-3,878 Reduced 19.89%
15,622 $251,000
Q1 2024

May 13, 2024
BUY
$15.2 - $16.17 $296,400 - $315,315
19,500 New
19,500 $315,000
Q3 2023

Nov 02, 2023
SELL
$14.51 - $15.6 $81,807 - $87,952
-5,638 Reduced 32.22%
11,862 $173,000
Q2 2023

Aug 07, 2023
BUY
$14.92 - $15.7 $68,781 - $72,377
4,610 Added 35.76%
17,500 $266,000
Q1 2023

May 08, 2023
SELL
$14.33 - $15.8 $389,389 - $429,333
-27,173 Reduced 67.83%
12,890 $201,000
Q4 2022

Feb 03, 2023
BUY
$12.88 - $14.71 $329,251 - $376,031
25,563 Added 176.3%
40,063 $572,000
Q3 2022

Nov 09, 2022
SELL
$12.65 - $15.52 $140,642 - $172,551
-11,118 Reduced 43.4%
14,500 $185,000
Q2 2022

Aug 01, 2022
SELL
$14.27 - $17.16 $137,534 - $165,388
-9,638 Reduced 27.34%
25,618 $372,000
Q1 2022

May 06, 2022
SELL
$15.98 - $19.52 $203,649 - $248,762
-12,744 Reduced 26.55%
35,256 $603,000
Q4 2021

Feb 07, 2022
BUY
$18.0 - $20.21 $864,000 - $970,080
48,000 New
48,000 $896,000

Others Institutions Holding TBLD

# of Institutions
57
Shares Held
9.34M
Call Options Held
0
Put Options Held
0
View Full List

About Thornburg Income Builder Opportunities Trust

TBLD Quotes by TradingView
  • Ticker TBLD
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about TBLD
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