Bank of Montreal
DBND icon

Bank of Montreal’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Bank of Montreal’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
2022
Q4 		– Sell
-27,140
Closed -$1.27M – 4030
2022
Q3 		$1.27M Buy
+27,140
New +$1.3M ﹤0.01% 2046

Other funds holding DBND

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal's DBND Position: Q4 2022 in Review

Bank of Montreal sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q4 2022, closing a stake of 27,140 shares — an estimated $1.27M sold.

Bank of Montreal first reported a position in DBND in Q3 2022 and held it in 1 quarter. The position peaked at $1.27M in Q3 2022. 22 funds tracked by Wall St. Rank hold DBND as of Q4 2022.

  • Bank of Montreal reported no remaining DoubleLine Opportunistic Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 27,140 DoubleLine Opportunistic Bond ETF shares in Q4 2022, an estimated $1.27M.
  • Bank of Montreal first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2022 and held it in 1 quarter.
  • Bank of Montreal's DoubleLine Opportunistic Bond ETF position peaked at $1.27M in Q3 2022.
  • 22 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.