AssetMark Inc
DMBS icon

AssetMark Inc’s DoubleLine Mortgage ETF DMBS Stock Holding History

AssetMark Inc’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-94
Closed -$4.61K – 3037
2025
Q1 		$4.61K Buy
+94
New +$4.56K ﹤0.01% 2013

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CWM
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FIA
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TIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

AssetMark Inc's DMBS Position: Q2 2025 in Review

AssetMark Inc sold out of DoubleLine Mortgage ETF (DMBS) in Q2 2025, closing a stake of 94 shares — an estimated $4.61K sold.

AssetMark Inc first reported a position in DMBS in Q1 2025 and held it in 1 quarter. The position peaked at $4.61K in Q1 2025. 69 funds tracked by Wall St. Rank hold DMBS as of Q2 2025.

  • AssetMark Inc reported no remaining DoubleLine Mortgage ETF position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 94 DoubleLine Mortgage ETF shares in Q2 2025, an estimated $4.61K.
  • AssetMark Inc first reported a position in DoubleLine Mortgage ETF in Q1 2025 and held it in 1 quarter.
  • AssetMark Inc's DoubleLine Mortgage ETF position peaked at $4.61K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.