Beaumont Capital Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Beaumont Capital Management’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 Q1	$1.2M	Sell	26,243 -24	-0.1%	-$1.11K	1.48%	18
2025 Q4	$1.22M	Sell	26,267 -1,937	-7%	-$90.1K	1.5%	16
2025 Q3	$1.31M	Sell	28,204 -1,192	-4%	-$55K	0.87%	32
2025 Q2	$1.36M	Buy	29,396 +8,005	+37%	+$365K	0.93%	28
2025 Q1	$988K	Sell	21,391 -8,556	-29%	-$391K	0.73%	36
2024 Q4	$1.36M	Buy	29,947 +4,291	+17%	+$197K	1.05%	29
2024 Q3	$1.22M	Sell	25,656 -1,289	-5%	-$60K	0.89%	33
2024 Q2	$1.22M	Buy	26,945 +925	+4%	+$41.7K	0.96%	35
2024 Q1	$1.19M	Sell	26,020 -2,820	-10%	-$129K	0.88%	34
2023 Q4	$1.33M	Sell	28,840 -4,805	-14%	-$214K	1.01%	31
2023 Q3	$1.48M	Buy	33,645 +2,013	+6%	+$91.1K	1.07%	24
2023 Q2	$1.46M	Buy	+31,632	New	+$1.47M	1.01%	28

Other funds holding DBND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Beaumont Capital Management's DBND Position: Q1 2026 in Review

Beaumont Capital Management reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.09% in Q1 2026, selling an estimated $1.11K and leaving 26,243 shares worth $1.2M. The position accounts for 1.48% of the portfolio, ranked #18.

Beaumont Capital Management first reported a position in DBND in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q3 2023. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

Beaumont Capital Management held 26,243 shares of DoubleLine Opportunistic Bond ETF worth $1.2M as of Q1 2026.
Beaumont Capital Management sold 24 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $1.11K.
DoubleLine Opportunistic Bond ETF made up 1.48% of Beaumont Capital Management's portfolio in Q1 2026, its #18 holding.
Beaumont Capital Management first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2023 and has held it in 12 quarters since.
Beaumont Capital Management's DoubleLine Opportunistic Bond ETF position peaked at $1.48M in Q3 2023.
100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.