AWM
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
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

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Axxcess Wealth Management's DBND Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in DoubleLine Opportunistic Bond ETF (DBND) in Q2 2026: 13,120 shares worth $598K. The stake represents 0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DBND as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DBND in Q2 2023 and has held it in 12 quarters since. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Axxcess Wealth Management held 13,120 shares of DoubleLine Opportunistic Bond ETF worth $598K as of Q2 2026.
  • DoubleLine Opportunistic Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • DoubleLine Opportunistic Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #668 holding.
  • Axxcess Wealth Management first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.