AWM
Aprio Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44M | Buy |
160,799
+51,746
| +47% | +$2.39M | 0.84% | 27 |
|
|
2025
Q1 | $5.03M | Buy |
109,053
+27,176
| +33% | +$1.25M | 0.63% | 34 |
|
|
2024
Q4 | $3.71M | Buy |
81,877
+5,522
| +7% | +$250K | 0.54% | 34 |
|
|
2024
Q3 | $3.62M | Sell |
76,355
-920
| -1% | -$43.6K | 0.58% | 32 |
|
|
2024
Q2 | $3.51M | Buy |
77,275
+3,919
| +5% | +$178K | 0.64% | 30 |
|
|
2024
Q1 | $3.37M | Buy |
73,356
+12,113
| +20% | +$556K | 0.66% | 26 |
|
|
2023
Q4 | $2.83M | Buy |
61,243
+5,434
| +10% | +$251K | 0.63% | 27 |
|
|
2023
Q3 | $2.46M | Buy |
+55,809
| New | +$2.46M | 0.68% | 28 |
|