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
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

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NA
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