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

Benchmark Financial Wealth 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 		$23.8M Sell
521,491
-607
-0.1% -$27.7K 5.86% 4
2026
Q1 		$23.9M Buy
522,098
+29,714
+6% +$1.38M 6.62% 4
2025
Q4 		$22.8M Buy
492,384
+77,567
+19% +$3.61M 6.55% 4
2025
Q3 		$19.3M Buy
414,817
+47,109
+13% +$2.17M 5.81% 4
2025
Q2 		$17M Buy
367,708
+27,358
+8% +$1.25M 5.62% 5
2025
Q1 		$15.7M Buy
+340,350
New +$15.6M 5.93% 5

Other funds holding DBND

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return

Benchmark Financial Wealth Advisors's DBND Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.12% in Q2 2026, selling an estimated $27.7K and leaving 521,491 shares worth $23.8M. The position accounts for 5.86% of the portfolio, ranked #4.

Benchmark Financial Wealth Advisors first reported a position in DBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.9M in Q1 2026. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 521,491 shares of DoubleLine Opportunistic Bond ETF worth $23.8M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 607 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $27.7K.
  • DoubleLine Opportunistic Bond ETF made up 5.86% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Benchmark Financial Wealth Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Benchmark Financial Wealth Advisors's DoubleLine Opportunistic Bond ETF position peaked at $23.9M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.