Axxcess Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
11,756
+173
| +1% | +$8K | 0.01% | 569 |
|
|
2025
Q1 | $535K | Sell |
11,583
-556
| -5% | -$25.7K | 0.01% | 532 |
|
|
2024
Q4 | $550K | Buy |
12,139
+806
| +7% | +$36.5K | 0.01% | 527 |
|
|
2024
Q3 | $537K | Sell |
11,333
-13
| -0.1% | -$616 | 0.01% | 533 |
|
|
2024
Q2 | $515K | Sell |
11,346
-14
| -0.1% | -$636 | 0.01% | 517 |
|
|
2024
Q1 | $521K | Buy |
11,360
+48
| +0.4% | +$2.2K | 0.01% | 522 |
|
|
2023
Q4 | $523K | Buy |
11,312
+173
| +2% | +$8K | 0.02% | 500 |
|
|
2023
Q3 | $491K | Buy |
11,139
+791
| +8% | +$34.9K | 0.02% | 477 |
|
|
2023
Q2 | $478K | Buy |
+10,348
| New | +$478K | 0.03% | 357 |
|