Bank of America
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Bank of America’s DoubleLine Mortgage ETF DMBS Stock Holding History

Bank of America’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,200
Closed -$402K – 8443
2025
Q1 		$402K Buy
+8,200
New +$398K ﹤0.01% 5771

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Bank of America's DMBS Position: Q2 2025 in Review

Bank of America sold out of DoubleLine Mortgage ETF (DMBS) in Q2 2025, closing a stake of 8,200 shares — an estimated $402K sold.

Bank of America first reported a position in DMBS in Q1 2025 and held it in 1 quarter. The position peaked at $402K in Q1 2025. 69 funds tracked by Wall St. Rank hold DMBS as of Q2 2025.

  • Bank of America reported no remaining DoubleLine Mortgage ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of America sold 8,200 DoubleLine Mortgage ETF shares in Q2 2025, an estimated $402K.
  • Bank of America first reported a position in DoubleLine Mortgage ETF in Q1 2025 and held it in 1 quarter.
  • Bank of America's DoubleLine Mortgage ETF position peaked at $402K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.