Clifford Swan Investment Counsel’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$398K Hold
2025
Q1
$397K Hold
2024
Q4
$389K Hold
2024
Q3
$407K Hold
2024
Q2
$390K Hold
2024
Q1
$395K Hold
2023
Q4
$398K Hold
2023
Q3
$379K Hold
2023
Q2
$397K Buy