AG
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AmeriFlex Group’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

AmeriFlex Group’s Portfolio DBND Stock Details DBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,580
Closed -$257K – 1125
2025
Q2 		$257K Buy
+5,580
New +$255K 0.14% 141

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

AmeriFlex Group's DBND Position: Q3 2025 in Review

AmeriFlex Group sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q3 2025, closing a stake of 5,580 shares — an estimated $257K sold.

AmeriFlex Group first reported a position in DBND in Q2 2025 and held it in 1 quarter. The position peaked at $257K in Q2 2025. 82 funds tracked by Wall St. Rank hold DBND as of Q3 2025.

  • AmeriFlex Group reported no remaining DoubleLine Opportunistic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 5,580 DoubleLine Opportunistic Bond ETF shares in Q3 2025, an estimated $257K.
  • AmeriFlex Group first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2025 and held it in 1 quarter.
  • AmeriFlex Group's DoubleLine Opportunistic Bond ETF position peaked at $257K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.