Commonwealth Equity Services
DMBS icon

Commonwealth Equity Services’s DoubleLine Mortgage ETF DMBS Stock Holding History

Commonwealth Equity Services’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$415K Sell
8,453
-140,534
-94% -$6.9M ﹤0.01% 3463
2026
Q1 		$7.36M Buy
148,987
+144,137
+2,972% +$7.18M 0.01% 1092
2025
Q4 		$241K Sell
4,850
-207,700
-98% -$10.3M ﹤0.01% 3829
2025
Q3 		$10.6M Buy
+212,550
New +$10.5M 0.01% 893
2025
Q2 		– Sell
-191,534
Closed -$9.39M – 4278
2025
Q1 		$9.39M Buy
+191,534
New +$9.29M 0.01% 901

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Commonwealth Equity Services's DMBS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its DoubleLine Mortgage ETF (DMBS) stake by 94% in Q2 2026, selling an estimated $6.9M and leaving 8,453 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

Commonwealth Equity Services first reported a position in DMBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.6M in Q3 2025. 41 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Commonwealth Equity Services held 8,453 shares of DoubleLine Mortgage ETF worth $415K as of Q2 2026.
  • Commonwealth Equity Services sold 140,534 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $6.9M.
  • DoubleLine Mortgage ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3463 holding.
  • Commonwealth Equity Services first reported a position in DoubleLine Mortgage ETF in Q1 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's DoubleLine Mortgage ETF position peaked at $10.6M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.