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Concourse Financial Group Securities’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-501
Closed -$22.7K – 471
2024
Q4 		$22.7K Buy
501
+345
+221% +$15.9K ﹤0.01% 1511
2024
Q3 		$7.39K Sell
156
-8
-5% -$373 ﹤0.01% 1769
2024
Q2 		$7.45K Hold
164
– – ﹤0.01% 1778
2024
Q1 		$7.52K Sell
164
-121
-42% -$5.54K ﹤0.01% 1797
2023
Q4 		$13.2K Hold
285
– – ﹤0.01% 1608
2023
Q3 		$12.6K Buy
285
+90
+46% +$4.07K ﹤0.01% 1577
2023
Q2 		$9.01K Hold
195
– – ﹤0.01% 1680
2023
Q1 		$9.11K Hold
195
– – ﹤0.01% 1686
2022
Q4 		$8.87K Buy
+195
New +$8.88K ﹤0.01% 1695

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
WC
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return

Concourse Financial Group Securities's DBND Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q1 2025, closing a stake of 501 shares — an estimated $22.7K sold.

Concourse Financial Group Securities first reported a position in DBND in Q4 2022 and held it in 9 quarters. The position peaked at $22.7K in Q4 2024. 71 funds tracked by Wall St. Rank hold DBND as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining DoubleLine Opportunistic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 501 DoubleLine Opportunistic Bond ETF shares in Q1 2025, an estimated $22.7K.
  • Concourse Financial Group Securities first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2022 and held it in 9 quarters.
  • Concourse Financial Group Securities's DoubleLine Opportunistic Bond ETF position peaked at $22.7K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.