BI
DBND icon

Beckerman Institutional’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Beckerman Institutional’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 		$10.2M Buy
222,253
+11,713
+6% +$543K 5.41% 3
2025
Q4 		$9.76M Buy
210,540
+8,684
+4% +$404K 5.48% 3
2025
Q3 		$9.39M Buy
201,856
+12,934
+7% +$597K 5.53% 2
2025
Q2 		$8.74M Buy
188,922
+13,721
+8% +$626K 5.8% 2
2025
Q1 		$8.09M Buy
175,201
+7,023
+4% +$321K 5.86% 2
2024
Q4 		$7.62M Buy
168,178
+46,218
+38% +$2.13M 6.1% 2
2024
Q3 		$5.78M Buy
+121,960
New +$5.68M 4.86% 3

Other funds holding DBND

Carson Wealth (CWM LLC)
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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 $666B 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 $405M AUM 24.12% 1-Year Est. Return

Beckerman Institutional's DBND Position: Q1 2026 in Review

Beckerman Institutional increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 5.6% in Q1 2026, buying an estimated $543K and bringing the position to 222,253 shares worth $10.2M. The position accounts for 5.41% of the portfolio, ranked #3.

Beckerman Institutional first reported a position in DBND in Q3 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Beckerman Institutional held 222,253 shares of DoubleLine Opportunistic Bond ETF worth $10.2M as of Q1 2026.
  • Beckerman Institutional bought 11,713 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $543K.
  • DoubleLine Opportunistic Bond ETF made up 5.41% of Beckerman Institutional's portfolio in Q1 2026, its #3 holding.
  • Beckerman Institutional first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.