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Bristlecone Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Bristlecone 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
2025
Q3 		$3.47M Buy
74,663
+21,993
+42% +$1.02M 0.29% 67
2025
Q2 		$2.44M Buy
52,670
+8,942
+20% +$408K 0.2% 85
2025
Q1 		$2.02M Buy
43,728
+26,374
+152% +$1.21M 0.16% 109
2024
Q4 		$786K Buy
+17,354
New +$798K 0.06% 162

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $666B AUM 30.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bristlecone Advisors's DBND Position: Q3 2025 in Review

Bristlecone Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 42% in Q3 2025, buying an estimated $1.02M and bringing the position to 74,663 shares worth $3.47M. The position accounts for 0.29% of the portfolio, ranked #67.

Bristlecone Advisors first reported a position in DBND in Q4 2024 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold DBND as of Q3 2025.

  • Bristlecone Advisors held 74,663 shares of DoubleLine Opportunistic Bond ETF worth $3.47M as of Q3 2025.
  • Bristlecone Advisors bought 21,993 DoubleLine Opportunistic Bond ETF shares in Q3 2025, an estimated $1.02M.
  • DoubleLine Opportunistic Bond ETF made up 0.29% of Bristlecone Advisors's portfolio in Q3 2025, its #67 holding.
  • Bristlecone Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.