Centurion Wealth Management
DBND icon

Centurion Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Centurion Wealth Management’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
Q3 		$1.26M Sell
29,023
-999
-3% -$44.7K 0.3% 77
2026
Q2 		$1.37M Buy
30,022
+600
+2% +$27.4K 0.33% 74
2026
Q1 		$1.35M Buy
29,422
+1,000
+4% +$46.3K 0.3% 79
2025
Q4 		$1.32M Buy
28,422
+2,450
+9% +$114K 0.29% 75
2025
Q3 		$1.21M Buy
+25,972
New +$1.2M 0.28% 75

Other funds holding DBND

Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Centurion Wealth Management's DBND Position: Q3 2026 in Review

Centurion Wealth Management reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 3.3% in Q3 2026, selling an estimated $44.7K and leaving 29,023 shares worth $1.26M. The position accounts for 0.3% of the portfolio, ranked #77.

Centurion Wealth Management first reported a position in DBND in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q2 2026. 21 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

  • Centurion Wealth Management held 29,023 shares of DoubleLine Opportunistic Bond ETF worth $1.26M as of Q3 2026.
  • Centurion Wealth Management sold 999 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $44.7K.
  • DoubleLine Opportunistic Bond ETF made up 0.3% of Centurion Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Centurion Wealth Management first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Centurion Wealth Management's DoubleLine Opportunistic Bond ETF position peaked at $1.37M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.