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 Q3	$460K	Buy	9,922 +1,469	+17%	+$70.6K	﹤0.01%	3325
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	-$9.4M	–	4278
2025 Q1	$9.4M	Buy	+191,534	New	+$9.29M	0.01%	901

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $518M AUM 8.97% 1-Year Est. Return

TPG Financial Advisors Portland, Oregon $340M AUM 6.7% 1-Year Est. Return

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $197M AUM 11.28% 1-Year Est. Return

Commonwealth Equity Services's DMBS Position: Q3 2026 in Review

Commonwealth Equity Services increased its DoubleLine Mortgage ETF (DMBS) stake by 17% in Q3 2026, buying an estimated $70.6K and bringing the position to 9,922 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #3325.

Commonwealth Equity Services first reported a position in DMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.6M in Q3 2025. 66 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

Commonwealth Equity Services held 9,922 shares of DoubleLine Mortgage ETF worth $460K as of Q3 2026.
Commonwealth Equity Services bought 1,469 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $70.6K.
DoubleLine Mortgage ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3325 holding.
Commonwealth Equity Services first reported a position in DoubleLine Mortgage ETF in Q1 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's DoubleLine Mortgage ETF position peaked at $10.6M in Q3 2025.
66 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.