TIBIX
Thornburg Investment Income Builder Fund Class I
1W: -2.6%
1M: -3.8%
3M: -1.8%
YTD: +11.8%
1Y: +18.2%
3Y: +88.4%
5Y: +101.4%
$37.54
+0.20 (+0.54%)
Weekly Expected Move ±1.3%
$36
$37
$37
$38
$38
Institutional Ownership — TIBIX
3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
2
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC NEW | 21,942 | 824K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Financial Gravity Companies, Inc. NEW | 1,000 | 38K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Financial Gravity Asset Management, In | 992 | 37K | +7 | +0.7% | 3Q | SEC ↗ |
| 4 | Garton & Associates Financial Advisors | 0 | 0K | -6,779 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Ethos Financial Group, LLC | 21,942 | 824K |
| Financial Gravity Companies, Inc. | 1,000 | 38K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 6,779 | 254K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | +7 | +0.7% | 992 |
Biggest Decreases (0)
None.