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Thornburg Income Builder Opportunities Trust is an exchange‑traded closed‑end fund registered under the 1940 Act that seeks current income and additional total return primarily through investments in a broad range of income‑producing securities including both equity and fixed‑income instruments; the Fund follows an income‑oriented strategy, is managed by Thornburg Investment Management, and, as an exchange‑traded vehicle, shares trade daily while shareholder liquidity is provided via the secondary market and any tender procedures disclosed in its filings.
News and Notices
Thornburg Investment Management
Jul 28, 2021
Exchange-Traded CEF
'40 Act
Daily
USD
September 30
News and Notices
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Date
Time (ET)
Notice Type
Notice
Source
May 08, 2025
12:24
Compliance
Thornburg Income Builder Opportunities Trust’s Board of Trustees approved a $1 million fidelity bond, with the annual premium paid for coverage from September 30, 2026 to September 30, 2027. The approval establishes the fund’s fidelity bond coverage for that period.
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Jan 18, 2025
18:07
Ownership, Personnel, Subscription
Director Anne W. Kritzmire acquired 300 common shares of Thornburg Income Builder Opportunities Trust at $20.78 per share on September 16, 2026. Her direct ownership increased to 5,345 shares, including 205 shares from automatic dividend reinvestment.
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Jul 25, 2025
13:31
Compliance
Thornburg Income Builder Opportunities Trust reported its annual fund voting report for calendar year 2026, identifying Thornburg Investment Management as the sole included investment manager. Investors receive voting disclosure for the period ended June 30, 2026.
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Jun 19, 2026
16:57
Ownership, Personnel, Subscription
Thornburg Income Builder Opportunities Trust Trustee Anne W. Kritzmire purchased 3,440 common shares at $22.20 per share on August 5, 2026, increasing her direct ownership to 4,840 shares.
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May 06, 2025
14:57
Personnel
Thornburg Income Builder Opportunities Trust will ask shareholders to elect Anne W. Kritzmire as one Class I Trustee at the March 11, 2026 Annual Meeting, with 31.1 million Common Shares outstanding and a majority vote required for approval. If re-elected, she is expected to continue serving as an Independent Trustee.
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Nov 10, 2023
16:06
Compliance
Thornburg Income Builder Opportunities Trust approved a $1 million Fidelity Bond covering the Trust for the period from September 30, 2025 to September 30, 2026. The annual premium has been paid for that coverage period.
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Jul 22, 2025
07:53
Other
Thornburg Income Builder Opportunities Trust reported its annual voting record for the 2025 period, with Thornburg Investment Management as the sole listed other manager. The report provides voting transparency for investors, but no operational change is disclosed.
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Mar 07, 2022
17:15
Ownership, Personnel
Thornburg Income Builder Opportunities Trust is asking shareholders to elect Brian W. Wixted as the Class III Trustee at its March 10, 2025 Annual Meeting after reducing Board size from five Trustees to four. Shareholders of record on January 17, 2025 may vote, and a majority of votes cast is required for approval.
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Sep 30, 2024
10:43
Ownership
UBS Group AG reported beneficial ownership of 1.8 million Common Shares, or 5.6%, of Thornburg Income Builder Opportunities Trust, with shared voting power over 1.8 million shares and shared dispositive power over 1.8 million shares.
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Feb 05, 2022
13:09
Personnel
Thornburg Income Builder Opportunities Trust will ask shareholders to elect two Class II Trustees, Nimish S. Bhatt and Dina A. Tantra, at the March 14, 2024 Annual Meeting. If approved, they are expected to continue serving through 2027.
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Preview
Thornburg Income Builder Opportunities Trust
Thornburg Investment Management is responsible for managing Thornburg Income Builder Opportunities Trust.
Thornburg Income Builder Opportunities Trust launched in 2021.
Thornburg Income Builder Opportunities Trust is registered as a '40 Act fund.
Thornburg Income Builder Opportunities Trust is structured as a Exchange-Traded CEF fund.
You can invest in Thornburg Income Builder Opportunities Trust by meeting its eligibility requirements and subscribing through the fund's offering process or an approved platform. Visit their website for more details.
You can invest in Thornburg Income Builder Opportunities Trust daily, subject to eligibility and fund subscription deadlines.
Shares of Thornburg Income Builder Opportunities Trust can be purchased in USD.
Thornburg Income Builder Opportunities Trust's fiscal year end is September 30.
Thornburg Income Builder Opportunities Trust's net asset value was $741.3 million and its portfolio had a fair value of $738.3 million as of June 30, 2026.
Among other deal types, Thornburg Income Builder Opportunities Trust primarily makes Public Market Investments.
Among other asset classes, Thornburg Income Builder Opportunities Trust primarily invests in Public Equity.
Among other regions, Thornburg Income Builder Opportunities Trust primarily invests in the USA and Western Europe.
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