Carson Wealth (CWM LLC)
DBND icon

Carson Wealth (CWM LLC)’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Carson Wealth (CWM 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 		$82.2M Buy
1,795,342
+173,132
+11% +$8.02M 0.22% 91
2025
Q4 		$75.2M Buy
1,622,210
+253,382
+19% +$11.8M 0.2% 97
2025
Q3 		$63.7M Buy
1,368,828
+262,597
+24% +$12.1M 0.19% 104
2025
Q2 		$51.2M Sell
1,106,231
-2,873
-0.3% -$131K 0.18% 110
2025
Q1 		$51.2M Sell
1,109,104
-23,609
-2% -$1.08M 0.2% 102
2024
Q4 		$51.3M Sell
1,132,713
-123,251
-10% -$5.67M 0.21% 91
2024
Q3 		$59.5M Buy
1,255,964
+229,427
+22% +$10.7M 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% +$7.24M 0.18% 120
2023
Q4 		$29M Buy
627,690
+33,747
+6% +$1.5M 0.16% 132
2023
Q3 		$26.2M Buy
+593,943
New +$26.9M 0.16% 127

Other funds holding DBND

FIA
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DBND Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 11% in Q1 2026, buying an estimated $8.02M and bringing the position to 1,795,342 shares worth $82.2M. The position accounts for 0.22% of the portfolio, ranked #91.

Carson Wealth (CWM LLC) first reported a position in DBND in Q3 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,795,342 shares of DoubleLine Opportunistic Bond ETF worth $82.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 173,132 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $8.02M.
  • DoubleLine Opportunistic Bond ETF made up 0.22% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #91 holding.
  • Carson Wealth (CWM LLC) first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.