Axxcess Wealth Management
DBND icon

Axxcess Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Axxcess Wealth Management’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
2026
Q3 		$606K Buy
13,939
+819
+6% +$36.7K 0.02% 509
2026
Q2 		$598K Buy
+13,120
New +$599K 0.01% 668
2026
Q1 		– Sell
-12,075
Closed -$560K – 517
2025
Q4 		$560K Sell
12,075
-126
-1% -$5.86K 0.01% 667
2025
Q3 		$568K Buy
12,201
+445
+4% +$20.5K 0.01% 589
2025
Q2 		$544K Buy
11,756
+173
+1% +$7.9K 0.01% 570
2025
Q1 		$535K Sell
11,583
-556
-5% -$25.4K 0.01% 533
2024
Q4 		$550K Buy
12,139
+806
+7% +$37.1K 0.01% 528
2024
Q3 		$537K Sell
11,333
-13
-0.1% -$606 0.01% 534
2024
Q2 		$515K Sell
11,346
-14
-0.1% -$632 0.01% 518
2024
Q1 		$521K Buy
11,360
+48
+0.4% +$2.2K 0.01% 524
2023
Q4 		$523K Buy
11,312
+173
+2% +$7.69K 0.02% 502
2023
Q3 		$491K Buy
11,139
+791
+8% +$35.8K 0.02% 477
2023
Q2 		$478K Buy
+10,348
New +$480K 0.03% 358

Other funds holding DBND

SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Whitney & Co
Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
Landmark Wealth Management (New York)
Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Axxcess Wealth Management's DBND Position: Q3 2026 in Review

Axxcess Wealth Management increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 6.2% in Q3 2026, buying an estimated $36.7K and bringing the position to 13,939 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #509.

Axxcess Wealth Management first reported a position in DBND in Q2 2023 and has held it in 13 quarters since. 53 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

  • Axxcess Wealth Management held 13,939 shares of DoubleLine Opportunistic Bond ETF worth $606K as of Q3 2026.
  • Axxcess Wealth Management bought 819 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $36.7K.
  • DoubleLine Opportunistic Bond ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #509 holding.
  • Axxcess Wealth Management first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 53 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.