Astoria Portfolio Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Astoria Portfolio Advisors’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
2026 Q2	$22.2M	Buy	453,096 +133,908	+42%	+$6.58M	3.75%	5
2026 Q1	$15.8M	Buy	319,188 +320	+0.1%	+$15.9K	3.36%	7
2025 Q4	$16M	Buy	318,868 +166,243	+109%	+$8.28M	3.65%	6
2025 Q3	$7.58M	Sell	152,625 -70,068	-31%	-$3.45M	1.99%	11
2025 Q2	$10.8M	Buy	222,693 +79,728	+56%	+$3.86M	3.04%	7
2025 Q1	$6.91M	Buy	142,965 +18,256	+15%	+$885K	2.35%	9
2024 Q4	$5.91M	Sell	124,709 -46,726	-27%	-$2.28M	2.11%	10
2024 Q3	$8.48M	Buy	+171,435	New	+$8.51M	2.89%	8

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Astoria Portfolio Advisors's DMBS Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its DoubleLine Mortgage ETF (DMBS) stake by 42% in Q2 2026, buying an estimated $6.58M and bringing the position to 453,096 shares worth $22.2M. The position accounts for 3.75% of the portfolio, ranked #5.

Astoria Portfolio Advisors first reported a position in DMBS in Q3 2024 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Astoria Portfolio Advisors held 453,096 shares of DoubleLine Mortgage ETF worth $22.2M as of Q2 2026.
Astoria Portfolio Advisors bought 133,908 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $6.58M.
DoubleLine Mortgage ETF made up 3.75% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #5 holding.
Astoria Portfolio Advisors first reported a position in DoubleLine Mortgage ETF in Q3 2024 and has held it in 8 quarters since.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.