Cerity Partners
DMBS icon

Cerity Partners’s DoubleLine Mortgage ETF DMBS Stock Holding History

Cerity Partners’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,650
Closed -$330K – 3283
2025
Q4 		$330K Hold
6,650
– – ﹤0.01% 2354
2025
Q3 		$330K Hold
6,650
– – ﹤0.01% 2216
2025
Q2 		$326K Hold
6,650
– – ﹤0.01% 2108
2025
Q1 		$326K Hold
6,650
– – ﹤0.01% 1982
2024
Q4 		$320K Hold
6,650
– – ﹤0.01% 2004
2024
Q3 		$335K Hold
6,650
– – ﹤0.01% 1987
2024
Q2 		$321K Sell
6,650
-570,317
-99% -$27.3M ﹤0.01% 1778
2024
Q1 		$28.1M Sell
576,967
-24,801
-4% -$1.21M 0.07% 237
2023
Q4 		$29.8M Buy
+601,768
New +$28.5M 0.1% 194

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Cerity Partners's DMBS Position: Q1 2026 in Review

Cerity Partners sold out of DoubleLine Mortgage ETF (DMBS) in Q1 2026, closing a stake of 6,650 shares — an estimated $330K sold.

Cerity Partners first reported a position in DMBS in Q4 2023 and held it in 9 quarters. The position peaked at $29.8M in Q4 2023. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Cerity Partners reported no remaining DoubleLine Mortgage ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 6,650 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $330K.
  • Cerity Partners first reported a position in DoubleLine Mortgage ETF in Q4 2023 and held it in 9 quarters.
  • Cerity Partners's DoubleLine Mortgage ETF position peaked at $29.8M in Q4 2023.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

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