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Aveo Capital Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Aveo Capital Partners’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
2024
Q4 		– Sell
-10,170
Closed -$482K – 346
2024
Q3 		$482K Buy
10,170
+100
+1% +$4.66K 0.05% 203
2024
Q2 		$457K Sell
10,070
-1,591
-14% -$71.8K 0.05% 201
2024
Q1 		$524K Sell
11,661
-4,144
-26% -$190K 0.06% 213
2023
Q4 		$731K Buy
15,805
+448
+3% +$19.9K 0.09% 157
2023
Q3 		$678K Sell
15,357
-29,411
-66% -$1.33M 0.09% 157
2023
Q2 		$2.07M Sell
44,768
-189,048
-81% -$8.77M 0.26% 88
2023
Q1 		$10.9M Buy
233,816
+92,551
+66% +$4.3M 1.46% 16
2022
Q4 		$6.43M Buy
141,265
+39,537
+39% +$1.8M 0.97% 24
2022
Q3 		$4.64M Sell
101,728
-2,808
-3% -$134K 0.8% 25
2022
Q2 		$5.01M Buy
+104,536
New +$5.09M 0.82% 29

Other funds holding DBND

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
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
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Aveo Capital Partners's DBND Position: Q4 2024 in Review

Aveo Capital Partners sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q4 2024, closing a stake of 10,170 shares — an estimated $482K sold.

Aveo Capital Partners first reported a position in DBND in Q2 2022 and held it in 10 quarters. The position peaked at $10.9M in Q1 2023. 67 funds tracked by Wall St. Rank hold DBND as of Q4 2024.

  • Aveo Capital Partners reported no remaining DoubleLine Opportunistic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 10,170 DoubleLine Opportunistic Bond ETF shares in Q4 2024, an estimated $482K.
  • Aveo Capital Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2022 and held it in 10 quarters.
  • Aveo Capital Partners's DoubleLine Opportunistic Bond ETF position peaked at $10.9M in Q1 2023.
  • 67 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.