Capital Analysts LLC’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Capital Analysts LLC’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	$5K	Sell	109 -55	-34%	-$2.51K	﹤0.01%	1385
2026 Q1	$8K	Sell	164 -396	-71%	-$18.4K	﹤0.01%	1289
2025 Q4	$26K	Hold	560	–	–	﹤0.01%	1053
2025 Q3	$26K	Hold	560	–	–	﹤0.01%	1017
2025 Q2	$26K	Hold	560	–	–	﹤0.01%	944
2025 Q1	$26K	Hold	560	–	–	﹤0.01%	928
2024 Q4	$25K	Hold	560	–	–	﹤0.01%	881
2024 Q3	$27K	Hold	560	–	–	﹤0.01%	843
2024 Q2	$25K	Hold	560	–	–	﹤0.01%	819
2024 Q1	$26K	Hold	560	–	–	﹤0.01%	771
2023 Q4	$26K	Sell	560 -205	-27%	-$9.11K	﹤0.01%	769
2023 Q3	$34K	Buy	765 +205	+37%	+$9.27K	﹤0.01%	687
2023 Q2	$26K	Hold	560	–	–	﹤0.01%	685
2023 Q1	$26K	Hold	560	–	–	﹤0.01%	685
2022 Q4	$25K	Buy	+560	New	+$25.5K	﹤0.01%	718

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

Capital Analysts LLC's DBND Position: Q2 2026 in Review

Capital Analysts LLC reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 34% in Q2 2026, selling an estimated $2.51K and leaving 109 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Capital Analysts LLC first reported a position in DBND in Q4 2022 and has held it in 15 quarters since. The position peaked at $34K in Q3 2023. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Capital Analysts LLC held 109 shares of DoubleLine Opportunistic Bond ETF worth $5K as of Q2 2026.
Capital Analysts LLC sold 55 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $2.51K.
DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1385 holding.
Capital Analysts LLC first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2022 and has held it in 15 quarters since.
Capital Analysts LLC's DoubleLine Opportunistic Bond ETF position peaked at $34K in Q3 2023.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.