Beaumont Financial Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Beaumont Financial Advisors’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	$1.32M	Buy	29,022 +1,526	+6%	+$69.6K	0.08%	142
2026 Q1	$1.26M	Buy	27,496 +1,102	+4%	+$51.1K	0.09%	142
2025 Q4	$1.22M	Buy	26,394 +192	+0.7%	+$8.93K	0.08%	146
2025 Q3	$1.22M	Buy	26,202 +1,183	+5%	+$54.6K	0.08%	148
2025 Q2	$1.16M	Buy	25,019 +156	+0.6%	+$7.12K	0.08%	138
2025 Q1	$1.15M	Sell	24,863 -892	-3%	-$40.8K	0.09%	131
2024 Q4	$1.17M	Buy	25,755 +1,772	+7%	+$81.5K	0.09%	134
2024 Q3	$1.14M	Buy	23,983 +4,987	+26%	+$232K	0.09%	132
2024 Q2	$862K	Hold	18,996	–	–	0.07%	160
2024 Q1	$872K	Buy	18,996 +1,035	+6%	+$47.4K	0.07%	155
2023 Q4	$831K	Buy	17,961 +234	+1%	+$10.4K	0.08%	152
2023 Q3	$782K	Buy	17,727 +780	+5%	+$35.3K	0.08%	142
2023 Q2	$783K	Buy	+16,947	New	+$786K	0.07%	153

Other funds holding DBND

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Beaumont Financial Advisors's DBND Position: Q2 2026 in Review

Beaumont Financial Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 5.5% in Q2 2026, buying an estimated $69.6K and bringing the position to 29,022 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #142.

Beaumont Financial Advisors first reported a position in DBND in Q2 2023 and has held it in 13 quarters since. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Beaumont Financial Advisors held 29,022 shares of DoubleLine Opportunistic Bond ETF worth $1.32M as of Q2 2026.
Beaumont Financial Advisors bought 1,526 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $69.6K.
DoubleLine Opportunistic Bond ETF made up 0.08% of Beaumont Financial Advisors's portfolio in Q2 2026, its #142 holding.
Beaumont Financial Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2023 and has held it in 13 quarters since.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.