1 North Wealth Services’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.1M Buy
381,624
+27,920
+8% +$1.1M 4.92% 4
2026
Q1
$14.1M Buy
353,704
+1,821
+0.5% +$73.2K 5.07% 4
2025
Q4
$14.2M Buy
351,883
+5,060
+1% +$205K 4.98% 4
2025
Q3
$14.1M Sell
346,823
-4,194
-1% -$168K 5.76% 5
2025
Q2
$14.1M Buy
351,017
+26,652
+8% +$1.06M 5.59% 4
2025
Q1
$13.1M Sell
324,365
-31,754
-9% -$1.26M 6.05% 4
2024
Q4
$14M Buy
+356,119
New +$14.3M 5.94% 3

Other funds holding TOTL

1 North Wealth Services's TOTL Position: Q2 2026 in Review

1 North Wealth Services increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 7.9% in Q2 2026, buying an estimated $1.1M and bringing the position to 381,624 shares worth $15.1M. The position accounts for 4.92% of the portfolio, ranked #4.

1 North Wealth Services first reported a position in TOTL in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • 1 North Wealth Services held 381,624 shares of State Street DoubleLine Total Return Tactical ETF worth $15.1M as of Q2 2026.
  • 1 North Wealth Services bought 27,920 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $1.1M.
  • State Street DoubleLine Total Return Tactical ETF made up 4.92% of 1 North Wealth Services's portfolio in Q2 2026, its #4 holding.
  • 1 North Wealth Services first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 7 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.