Congress Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Congress Wealth Management’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 Q2	$4.65M	Buy	100,599 +2,906	+3%	+$133K	0.05%	397
2025 Q1	$4.51M	Sell	97,693 -6,430	-6%	-$294K	0.05%	345
2024 Q4	$4.72M	Sell	104,123 -1,652	-2%	-$76K	0.06%	293
2024 Q3	$5.01M	Sell	105,775 -544	-0.5%	-$25.3K	0.07%	294
2024 Q2	$4.83M	Sell	106,319 -1,126	-1%	-$50.8K	0.08%	250
2024 Q1	$4.93M	Sell	107,445 -1,446	-1%	-$66.2K	0.09%	230
2023 Q4	$5.04M	Sell	108,891 -189,965	-64%	-$8.44M	0.09%	223
2023 Q3	$13.2M	Buy	298,856 +28,420	+11%	+$1.29M	0.27%	99
2023 Q2	$12.5M	Buy	270,436 +34,183	+14%	+$1.59M	0.29%	102
2023 Q1	$11M	Buy	236,253 +26,241	+12%	+$1.22M	0.27%	115
2022 Q4	$9.55M	Buy	210,012 +591	+0.3%	+$26.9K	0.25%	129
2022 Q3	$9.56M	Sell	209,421 -2,982	-1%	-$142K	0.26%	113
2022 Q2	$10.2M	Buy	+212,403	New	+$10.3M	0.26%	111

Other funds holding DBND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Congress Wealth Management's DBND Position: Q2 2025 in Review

Congress Wealth Management increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 3% in Q2 2025, buying an estimated $133K and bringing the position to 100,599 shares worth $4.65M. The position accounts for 0.05% of the portfolio, ranked #397.

Congress Wealth Management first reported a position in DBND in Q2 2022 and has held it in 13 quarters since. The position peaked at $13.2M in Q3 2023. 77 funds tracked by Wall St. Rank hold DBND as of Q2 2025.

Congress Wealth Management held 100,599 shares of DoubleLine Opportunistic Bond ETF worth $4.65M as of Q2 2025.
Congress Wealth Management bought 2,906 DoubleLine Opportunistic Bond ETF shares in Q2 2025, an estimated $133K.
DoubleLine Opportunistic Bond ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #397 holding.
Congress Wealth Management first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2022 and has held it in 13 quarters since.
Congress Wealth Management's DoubleLine Opportunistic Bond ETF position peaked at $13.2M in Q3 2023.
77 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.