Welcome to our dedicated page for Thornburg Income Builder Opp Trust SEC filings (Ticker: TBLD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Thornburg Income Builder Opportunities Trust (NASDAQ: TBLD) is a diversified, closed-end management investment company with an investment objective of providing current income. As a publicly traded fund associated with Thornburg Investment Management, it is subject to U.S. securities regulations and files disclosure documents with the Securities and Exchange Commission. These regulatory filings give investors detailed information on the Trust’s investment objective, policies, risks, and governance.
On this page, users can access SEC filings related to TBLD as they become available through the EDGAR system. While no specific filings are listed in the provided data, the Trust’s communications about annual shareholder meetings note that proxy materials are filed with the SEC, and that a registration statement relating to its securities has been filed and declared effective. Such documents typically include prospectuses, proxy statements and related materials that explain the Trust’s structure and terms in depth.
Stock Titan enhances access to these filings with AI-powered summaries Investors researching TBLD SEC filings can use this page to monitor new submissions as they are posted to EDGAR and to review historical documents that have been referenced in the Trust’s public communications. This helps provide a regulatory record that complements market data and news coverage for Thornburg Income Builder Opportunities Trust.
Thornburg Income Builder Opportunities Trust is asking shareholders to elect one Class I trustee at its Annual Meeting on March 11, 2026, at its Santa Fe offices. The sole nominee, independent trustee Anne W. Kritzmire, would serve until the 2029 annual meeting.
The Board, which includes three independent trustees and one interested trustee, unanimously recommends a vote in favor of Kritzmire. The proxy statement also outlines board committee roles, trustee qualifications, compensation for independent trustees, major institutional shareholders of the 31,081,883 common shares outstanding as of January 16, 2026, and audit fees paid to PricewaterhouseCoopers LLP.
Thornburg Income Builder Opportunities Trust reports strong results for the year ended September 30, 2025, highlighting solid income and total return for shareholders. The Trust’s common shares returned 16.44% at net asset value and 19.26% at market price over one year, outperforming its 25% bond / 75% global equity blended index, which returned 13.59%.
Since inception on July 28, 2021, annualized returns were 8.43% at NAV and 6.78% at market. Net assets reached $680.5 million, with net asset value per share rising to $21.21. Net investment income was $28.5 million, and total net gains from investments and derivatives were $69.2 million, supporting $40.1 million in distributions to common shareholders during the year.
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