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 Q3	$682K	Buy	15,695 +2,025	+15%	+$90.7K	0.31%	83
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

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $9.33B AUM 30.52% 1-Year Est. Return

Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Barnes Wealth Management Group's DBND Position: Q3 2026 in Review

Barnes Wealth Management Group increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 15% in Q3 2026, buying an estimated $90.7K and bringing the position to 15,695 shares worth $682K. The position accounts for 0.31% of the portfolio, ranked #83.

Barnes Wealth Management Group first reported a position in DBND in Q4 2024 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

Barnes Wealth Management Group held 15,695 shares of DoubleLine Opportunistic Bond ETF worth $682K as of Q3 2026.
Barnes Wealth Management Group bought 2,025 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $90.7K.
DoubleLine Opportunistic Bond ETF made up 0.31% of Barnes Wealth Management Group's portfolio in Q3 2026, its #83 holding.
Barnes Wealth Management Group first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2024 and has held it in 8 quarters since.
81 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.