AssetMark Inc
DBND icon

AssetMark Inc’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

AssetMark Inc’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
Q2 		$1K Hold
22
– – ﹤0.01% 3146
2026
Q1 		$1.01K Sell
22
-29
-57% -$1.34K ﹤0.01% 3033
2025
Q4 		$2.37K Hold
51
– – ﹤0.01% 2731
2025
Q3 		$2.37K Hold
51
– – ﹤0.01% 2588
2025
Q2 		$2.36K Sell
51
-69
-58% -$3.15K ﹤0.01% 2378
2025
Q1 		$5.54K Buy
+120
New +$5.48K ﹤0.01% 1975

Other funds holding DBND

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $265M AUM 13.23% 1-Year Est. Return

AssetMark Inc's DBND Position: Q2 2026 in Review

AssetMark Inc held its DoubleLine Opportunistic Bond ETF (DBND) position steady in Q2 2026 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3146.

AssetMark Inc first reported a position in DBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.54K in Q1 2025. 49 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • AssetMark Inc held 22 shares of DoubleLine Opportunistic Bond ETF worth $1K as of Q2 2026.
  • AssetMark Inc left its DoubleLine Opportunistic Bond ETF share count unchanged in Q2 2026.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3146 holding.
  • AssetMark Inc first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • AssetMark Inc's DoubleLine Opportunistic Bond ETF position peaked at $5.54K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.