Cerity Partners
DBND icon

Cerity Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Cerity 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 		– Sell
-7,695
Closed -$353K – 3445
2026
Q1 		$353K Sell
7,695
-248,934
-97% -$11.5M ﹤0.01% 2499
2025
Q4 		$11.9M Sell
256,629
-20,122
-7% -$936K 0.02% 576
2025
Q3 		$12.9M Sell
276,751
-2,713
-1% -$125K 0.02% 487
2025
Q2 		$12.9M Sell
279,464
-5,640
-2% -$257K 0.02% 453
2025
Q1 		$13.2M Sell
285,104
-1,152
-0.4% -$52.6K 0.03% 425
2024
Q4 		$13M Sell
286,256
-3,722
-1% -$171K 0.03% 414
2024
Q3 		$13.7M Sell
289,978
-8,213
-3% -$383K 0.03% 405
2024
Q2 		$13.5M Sell
298,191
-13,139
-4% -$593K 0.04% 351
2024
Q1 		$14.3M Sell
311,330
-3,228
-1% -$148K 0.04% 368
2023
Q4 		$14.5M Buy
+314,558
New +$14M 0.05% 304

Other funds holding DBND

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners's DBND Position: Q2 2026 in Review

Cerity Partners sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q2 2026, closing a stake of 7,695 shares — an estimated $353K sold.

Cerity Partners first reported a position in DBND in Q4 2023 and held it in 10 quarters. The position peaked at $14.5M in Q4 2023. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Cerity Partners reported no remaining DoubleLine Opportunistic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 7,695 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $353K.
  • Cerity Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2023 and held it in 10 quarters.
  • Cerity Partners's DoubleLine Opportunistic Bond ETF position peaked at $14.5M in Q4 2023.
  • 101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.