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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
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

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FIA
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Raymond James Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
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 $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $361M AUM 19.57% 1-Year Est. Return