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

BlueChip 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	$3.92M	Buy	85,933 +1,179	+1%	+$53.8K	1.49%	21
2026 Q1	$3.88M	Buy	84,754 +12,392	+17%	+$574K	1.7%	20
2025 Q4	$3.36M	Buy	72,362 +10,758	+17%	+$500K	1.41%	23
2025 Q3	$2.87M	Buy	61,604 +2,768	+5%	+$128K	1.22%	23
2025 Q2	$2.72M	Sell	58,836 -10,197	-15%	-$465K	1.21%	21
2025 Q1	$3.19M	Buy	69,033 +48,372	+234%	+$2.21M	1.57%	19
2024 Q4	$936K	Buy	+20,661	New	+$950K	0.52%	40

Other funds holding DBND

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BlueChip Wealth Advisors's DBND Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 1.4% in Q2 2026, buying an estimated $53.8K and bringing the position to 85,933 shares worth $3.92M. The position accounts for 1.49% of the portfolio, ranked #21.

BlueChip Wealth Advisors first reported a position in DBND in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

BlueChip Wealth Advisors held 85,933 shares of DoubleLine Opportunistic Bond ETF worth $3.92M as of Q2 2026.
BlueChip Wealth Advisors bought 1,179 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $53.8K.
DoubleLine Opportunistic Bond ETF made up 1.49% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #21 holding.
BlueChip Wealth Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.