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Chris Bulman’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Chris Bulman’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221K Sell
5,553
-62
-1% -$2.49K 0.1% 134
2025
Q4 		$226K Buy
+5,615
New +$227K 0.1% 131

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Chris Bulman's TOTL Position: Q1 2026 in Review

Chris Bulman reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 1.1% in Q1 2026, selling an estimated $2.49K and leaving 5,553 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #134.

Chris Bulman first reported a position in TOTL in Q4 2025 and has held it in 2 quarters since. The position peaked at $226K in Q4 2025. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Chris Bulman held 5,553 shares of State Street DoubleLine Total Return Tactical ETF worth $221K as of Q1 2026.
  • Chris Bulman sold 62 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $2.49K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.1% of Chris Bulman's portfolio in Q1 2026, its #134 holding.
  • Chris Bulman first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and has held it in 2 quarters since.
  • Chris Bulman's State Street DoubleLine Total Return Tactical ETF position peaked at $226K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.