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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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

Cerity Partners's DBND Position: Q1 2026 in Review

Cerity Partners reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 97% in Q1 2026, selling an estimated $11.5M and leaving 7,695 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Cerity Partners first reported a position in DBND in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.5M in Q4 2023. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Cerity Partners held 7,695 shares of DoubleLine Opportunistic Bond ETF worth $353K as of Q1 2026.
  • Cerity Partners sold 248,934 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $11.5M.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2499 holding.
  • Cerity Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Cerity Partners's DoubleLine Opportunistic Bond ETF position peaked at $14.5M in Q4 2023.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.