Cambridge Investment Research Advisors

Cambridge Investment Research Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Cambridge Investment Research Advisors’s Portfolio DMBS Stock Details DMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$376K	Sell	7,623 -198	-3%	-$9.86K	﹤0.01%	3070
2025 Q4	$388K	Buy	7,821 +121	+2%	+$6.03K	﹤0.01%	2956
2025 Q3	$383K	Buy	7,700 +374	+5%	+$18.4K	﹤0.01%	2906
2025 Q2	$359K	Sell	7,326 -1,415	-16%	-$68.6K	﹤0.01%	2831
2025 Q1	$429K	Sell	8,741 -136	-2%	-$6.59K	﹤0.01%	2576
2024 Q4	$427K	Sell	8,877 -758	-8%	-$37K	﹤0.01%	2557
2024 Q3	$486K	Buy	9,635 +648	+7%	+$32.2K	﹤0.01%	2441
2024 Q2	$434K	Buy	8,987 +326	+4%	+$15.6K	﹤0.01%	2407
2024 Q1	$422K	Buy	+8,661	New	+$422K	﹤0.01%	2425

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return