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A4 Wealth Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

A4 Wealth Advisors’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,404
Closed -$217K – 98
2026
Q1 		$217K Sell
4,404
-484
-10% -$24.1K 0.18% 90
2025
Q4 		$243K Sell
4,888
-2,079
-30% -$104K 0.21% 96
2025
Q3 		$346K Buy
+6,967
New +$343K 0.29% 92

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

A4 Wealth Advisors's DMBS Position: Q2 2026 in Review

A4 Wealth Advisors sold out of DoubleLine Mortgage ETF (DMBS) in Q2 2026, closing a stake of 4,404 shares — an estimated $217K sold.

A4 Wealth Advisors first reported a position in DMBS in Q3 2025 and held it in 3 quarters. The position peaked at $346K in Q3 2025. 60 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • A4 Wealth Advisors reported no remaining DoubleLine Mortgage ETF position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 4,404 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $217K.
  • A4 Wealth Advisors first reported a position in DoubleLine Mortgage ETF in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's DoubleLine Mortgage ETF position peaked at $346K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.