Belpointe Asset Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-2,211	Closed	-$103K	–	1204
2023 Q1	$103K	Buy	2,211 +9	+0.4%	+$418	0.01%	1288
2022 Q4	$100K	Buy	+2,202	New	+$100K	0.01%	1233
2022 Q3	–	Sell	-2,164	Closed	-$104K	–	1182
2022 Q2	$104K	Buy	+2,164	New	+$105K	0.01%	1099

Other funds holding DBND

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

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

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

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

PWM

Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Belpointe Asset Management's DBND Position: Q2 2023 in Review

Belpointe Asset Management sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q2 2023, closing a stake of 2,211 shares — an estimated $103K sold.

Belpointe Asset Management first reported a position in DBND in Q2 2022 and held it in 3 quarters. The position peaked at $104K in Q2 2022. 32 funds tracked by Wall St. Rank hold DBND as of Q2 2023.

Belpointe Asset Management reported no remaining DoubleLine Opportunistic Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,211 DoubleLine Opportunistic Bond ETF shares in Q2 2023, an estimated $103K.
Belpointe Asset Management first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2022 and held it in 3 quarters.
Belpointe Asset Management's DoubleLine Opportunistic Bond ETF position peaked at $104K in Q2 2022.
32 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.