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Clear Creek Financial Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Clear Creek Financial 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
2025
Q4 		– Sell
-7,418
Closed -$345K – 592
2025
Q3 		$345K Buy
7,418
+2,253
+44% +$104K 0.03% 446
2025
Q2 		$239K Buy
+5,165
New +$236K 0.02% 486

Other funds holding DBND

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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
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B 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 $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clear Creek Financial Management's DBND Position: Q4 2025 in Review

Clear Creek Financial Management sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q4 2025, closing a stake of 7,418 shares — an estimated $345K sold.

Clear Creek Financial Management first reported a position in DBND in Q2 2025 and held it in 2 quarters. The position peaked at $345K in Q3 2025. 90 funds tracked by Wall St. Rank hold DBND as of Q4 2025.

  • Clear Creek Financial Management reported no remaining DoubleLine Opportunistic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 7,418 DoubleLine Opportunistic Bond ETF shares in Q4 2025, an estimated $345K.
  • Clear Creek Financial Management first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2025 and held it in 2 quarters.
  • Clear Creek Financial Management's DoubleLine Opportunistic Bond ETF position peaked at $345K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.