BWMG
DBND icon

Barnes Wealth Management Group’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Barnes Wealth Management Group’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 		$623K Buy
13,670
+1,427
+12% +$65.1K 0.29% 91
2026
Q1 		$561K Buy
12,243
+143
+1% +$6.63K 0.28% 91
2025
Q4 		$561K Buy
12,100
+817
+7% +$38K 0.3% 81
2025
Q3 		$525K Buy
11,283
+1,126
+11% +$52K 0.29% 85
2025
Q2 		$470K Buy
10,157
+18
+0.2% +$822 0.28% 84
2025
Q1 		$468K Buy
10,139
+2,318
+30% +$106K 0.3% 76
2024
Q4 		$354K Buy
+7,821
New +$360K 0.24% 95

Other funds holding DBND

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Barnes Wealth Management Group's DBND Position: Q2 2026 in Review

Barnes Wealth Management Group increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 12% in Q2 2026, buying an estimated $65.1K and bringing the position to 13,670 shares worth $623K. The position accounts for 0.29% of the portfolio, ranked #91.

Barnes Wealth Management Group first reported a position in DBND in Q4 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Barnes Wealth Management Group held 13,670 shares of DoubleLine Opportunistic Bond ETF worth $623K as of Q2 2026.
  • Barnes Wealth Management Group bought 1,427 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $65.1K.
  • DoubleLine Opportunistic Bond ETF made up 0.29% of Barnes Wealth Management Group's portfolio in Q2 2026, its #91 holding.
  • Barnes Wealth Management Group first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.