Aprio Wealth Management
DBND icon

Aprio Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Aprio Wealth 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
2026
Q3 		$5.38M Sell
123,643
-102,070
-45% -$4.57M 0.24% 86
2026
Q2 		$10.3M Sell
225,713
-5,040
-2% -$230K 0.51% 48
2026
Q1 		$10.6M Buy
230,753
+9,135
+4% +$423K 0.58% 41
2025
Q4 		$10.3M Buy
221,618
+45,728
+26% +$2.13M 0.59% 40
2025
Q3 		$8.18M Buy
175,890
+15,091
+9% +$697K 0.81% 26
2025
Q2 		$7.44M Buy
160,799
+51,746
+47% +$2.36M 0.84% 27
2025
Q1 		$5.03M Buy
109,053
+27,176
+33% +$1.24M 0.63% 34
2024
Q4 		$3.71M Buy
81,877
+5,522
+7% +$254K 0.54% 34
2024
Q3 		$3.62M Sell
76,355
-920
-1% -$42.9K 0.58% 32
2024
Q2 		$3.51M Buy
77,275
+3,919
+5% +$177K 0.64% 30
2024
Q1 		$3.37M Buy
73,356
+12,113
+20% +$554K 0.66% 26
2023
Q4 		$2.83M Buy
61,243
+5,434
+10% +$242K 0.63% 27
2023
Q3 		$2.46M Buy
+55,809
New +$2.52M 0.68% 28

Other funds holding DBND

Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Elyxium Wealth
Elyxium Wealth San Mateo, California $989M AUM 34.28% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Aprio Wealth Management's DBND Position: Q3 2026 in Review

Aprio Wealth Management reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 45% in Q3 2026, selling an estimated $4.57M and leaving 123,643 shares worth $5.38M. The position accounts for 0.24% of the portfolio, ranked #86.

Aprio Wealth Management first reported a position in DBND in Q3 2023 and has held it in 13 quarters since. The position peaked at $10.6M in Q1 2026. 28 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

  • Aprio Wealth Management held 123,643 shares of DoubleLine Opportunistic Bond ETF worth $5.38M as of Q3 2026.
  • Aprio Wealth Management sold 102,070 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $4.57M.
  • DoubleLine Opportunistic Bond ETF made up 0.24% of Aprio Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Aprio Wealth Management first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Aprio Wealth Management's DoubleLine Opportunistic Bond ETF position peaked at $10.6M in Q1 2026.
  • 28 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.