Axxcess Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $560K | Sell |
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|
2025
Q3 | $568K | Buy |
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|
2025
Q2 | $544K | Buy |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $537K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $478K | Buy |
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