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Cary Street Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Cary Street Partners’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 		$6.42M Sell
140,876
-911
-0.6% -$41.6K 0.14% 161
2026
Q1 		$6.5M Sell
141,787
-2,339
-2% -$108K 0.16% 142
2025
Q4 		$6.68M Buy
144,126
+1,522
+1% +$70.8K 0.17% 138
2025
Q3 		$6.64M Buy
142,604
+9,913
+7% +$458K 0.17% 139
2025
Q2 		$6.14M Buy
+132,691
New +$6.06M 0.17% 142

Other funds holding DBND

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Cary Street Partners's DBND Position: Q2 2026 in Review

Cary Street Partners reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.64% in Q2 2026, selling an estimated $41.6K and leaving 140,876 shares worth $6.42M. The position accounts for 0.14% of the portfolio, ranked #161.

Cary Street Partners first reported a position in DBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.68M in Q4 2025. 25 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Cary Street Partners held 140,876 shares of DoubleLine Opportunistic Bond ETF worth $6.42M as of Q2 2026.
  • Cary Street Partners sold 911 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $41.6K.
  • DoubleLine Opportunistic Bond ETF made up 0.14% of Cary Street Partners's portfolio in Q2 2026, its #161 holding.
  • Cary Street Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Cary Street Partners's DoubleLine Opportunistic Bond ETF position peaked at $6.68M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.