Carson Wealth (CWM LLC)’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.2M | Sell |
1,106,231
-2,873
| -0.3% | -$133K | 0.18% | 110 |
|
|
2025
Q1 | $51.2M | Sell |
1,109,104
-23,609
| -2% | -$1.09M | 0.2% | 102 |
|
|
2024
Q4 | $51.3M | Sell |
1,132,713
-123,251
| -10% | -$5.58M | 0.21% | 91 |
|
|
2024
Q3 | $59.5M | Buy |
1,255,964
+229,427
| +22% | +$10.9M | 0.26% | 74 |
|
|
2024
Q2 | $46.6M | Buy |
1,026,537
+240,768
| +31% | +$10.9M | 0.22% | 94 |
|
|
2024
Q1 | $36.1M | Buy |
785,769
+158,079
| +25% | +$7.25M | 0.18% | 120 |
|
|
2023
Q4 | $29M | Buy |
627,690
+33,747
| +6% | +$1.56M | 0.16% | 132 |
|
|
2023
Q3 | $26.2M | Buy |
+593,943
| New | +$26.2M | 0.16% | 127 |
|