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Atria Investments’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-5,265
Closed -$243K – 2004
2025
Q1 		$243K Sell
5,265
-1,705
-24% -$77.9K ﹤0.01% 1733
2024
Q4 		$316K Buy
6,970
+1,061
+18% +$48.8K ﹤0.01% 1569
2024
Q3 		$280K Buy
+5,909
New +$275K ﹤0.01% 1646
2023
Q4 		– Sell
-24,381
Closed -$1.08M – 897
2023
Q3 		$1.08M Buy
+24,381
New +$1.1M 0.02% 810

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Atria Investments's DBND Position: Q2 2025 in Review

Atria Investments sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q2 2025, closing a stake of 5,265 shares — an estimated $243K sold.

Atria Investments first reported a position in DBND in Q3 2023 and held it in 4 quarters. The position peaked at $1.08M in Q3 2023. 77 funds tracked by Wall St. Rank hold DBND as of Q2 2025.

  • Atria Investments reported no remaining DoubleLine Opportunistic Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 5,265 DoubleLine Opportunistic Bond ETF shares in Q2 2025, an estimated $243K.
  • Atria Investments first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2023 and held it in 4 quarters.
  • Atria Investments's DoubleLine Opportunistic Bond ETF position peaked at $1.08M in Q3 2023.
  • 77 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.