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 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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

Benchmark Financial Wealth Advisors Boca Raton, Florida $361M AUM 19.57% 1-Year Est. Return