AFM
DBND icon

Andesa Financial Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Andesa Financial Management’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
2023
Q1 		$1.75M Buy
63,382
+38,731
+157% +$1.8M 0.9% 44
2022
Q4 		$1.12M Buy
+24,651
New +$1.12M 0.61% 54

Other funds holding DBND

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return

Andesa Financial Management's DBND Position: Q1 2023 in Review

Andesa Financial Management increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 157% in Q1 2023, buying an estimated $1.8M and bringing the position to 63,382 shares worth $1.75M. The position accounts for 0.9% of the portfolio, ranked #44.

Andesa Financial Management first reported a position in DBND in Q4 2022 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold DBND as of Q1 2023.

  • Andesa Financial Management held 63,382 shares of DoubleLine Opportunistic Bond ETF worth $1.75M as of Q1 2023.
  • Andesa Financial Management bought 38,731 DoubleLine Opportunistic Bond ETF shares in Q1 2023, an estimated $1.8M.
  • DoubleLine Opportunistic Bond ETF made up 0.9% of Andesa Financial Management's portfolio in Q1 2023, its #44 holding.
  • Andesa Financial Management first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.