Clifford Swan Investment Counsel’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$397K | 0.02% | 240 |
|