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Bauman Advisory Group’s DoubleLine Mortgage ETF DMBS Stock Holding History

Bauman Advisory Group’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
2026
Q1 		– Sell
-8,095
Closed -$402K – 65
2025
Q4 		$402K Buy
+8,095
New +$403K 0.32% 41

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Bauman Advisory Group's DMBS Position: Q1 2026 in Review

Bauman Advisory Group sold out of DoubleLine Mortgage ETF (DMBS) in Q1 2026, closing a stake of 8,095 shares — an estimated $402K sold.

Bauman Advisory Group first reported a position in DMBS in Q4 2025 and held it in 1 quarter. The position peaked at $402K in Q4 2025. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Bauman Advisory Group reported no remaining DoubleLine Mortgage ETF position as of Q1 2026 after selling out during the quarter.
  • Bauman Advisory Group sold 8,095 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $402K.
  • Bauman Advisory Group first reported a position in DoubleLine Mortgage ETF in Q4 2025 and held it in 1 quarter.
  • Bauman Advisory Group's DoubleLine Mortgage ETF position peaked at $402K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Bauman Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.