Beaumont Financial Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
25,019
+156
| +0.6% | +$7.21K | 0.08% | 138 |
|
|
2025
Q1 | $1.15M | Sell |
24,863
-892
| -3% | -$41.2K | 0.09% | 131 |
|
|
2024
Q4 | $1.17M | Buy |
25,755
+1,772
| +7% | +$80.2K | 0.09% | 134 |
|
|
2024
Q3 | $1.14M | Buy |
23,983
+4,987
| +26% | +$236K | 0.09% | 132 |
|
|
2024
Q2 | $862K | Hold |
18,996
| – | – | 0.07% | 160 |
|
|
2024
Q1 | $872K | Buy |
18,996
+1,035
| +6% | +$47.5K | 0.07% | 155 |
|
|
2023
Q4 | $831K | Buy |
17,961
+234
| +1% | +$10.8K | 0.08% | 152 |
|
|
2023
Q3 | $782K | Buy |
17,727
+780
| +5% | +$34.4K | 0.08% | 142 |
|
|
2023
Q2 | $783K | Buy |
+16,947
| New | +$783K | 0.07% | 153 |
|