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

Clifford Swan Investment Counsel’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	$394K	Hold	8,600	–	–	0.01%	237
2025 Q4	$399K	Hold	8,600	–	–	0.01%	242
2025 Q3	$400K	Hold	8,600	–	–	0.01%	242
2025 Q2	$398K	Hold	8,600	–	–	0.01%	241
2025 Q1	$397K	Hold	8,600	–	–	0.01%	235
2024 Q4	$389K	Hold	8,600	–	–	0.01%	238
2024 Q3	$407K	Hold	8,600	–	–	0.01%	242
2024 Q2	$390K	Hold	8,600	–	–	0.01%	242
2024 Q1	$395K	Hold	8,600	–	–	0.01%	242
2023 Q4	$398K	Hold	8,600	–	–	0.02%	233
2023 Q3	$379K	Hold	8,600	–	–	0.02%	234
2023 Q2	$397K	Buy	+8,600	New	+$399K	0.02%	240

Other funds holding DBND

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Clifford Swan Investment Counsel's DBND Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its DoubleLine Opportunistic Bond ETF (DBND) position steady in Q1 2026 at 8,600 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #237.

Clifford Swan Investment Counsel first reported a position in DBND in Q2 2023 and has held it in 12 quarters since. The position peaked at $407K in Q3 2024. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

Clifford Swan Investment Counsel held 8,600 shares of DoubleLine Opportunistic Bond ETF worth $394K as of Q1 2026.
Clifford Swan Investment Counsel left its DoubleLine Opportunistic Bond ETF share count unchanged in Q1 2026.
DoubleLine Opportunistic Bond ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #237 holding.
Clifford Swan Investment Counsel first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2023 and has held it in 12 quarters since.
Clifford Swan Investment Counsel's DoubleLine Opportunistic Bond ETF position peaked at $407K in Q3 2024.
100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.