Congress Wealth Management’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 | $4.65M | Buy |
100,599
+2,906
| +3% | +$134K | 0.05% | 397 |
|
|
2025
Q1 | $4.51M | Sell |
97,693
-6,430
| -6% | -$297K | 0.05% | 345 |
|
|
2024
Q4 | $4.72M | Sell |
104,123
-1,652
| -2% | -$74.8K | 0.06% | 293 |
|
|
2024
Q3 | $5.01M | Sell |
105,775
-544
| -0.5% | -$25.8K | 0.07% | 294 |
|
|
2024
Q2 | $4.83M | Sell |
106,319
-1,126
| -1% | -$51.1K | 0.08% | 250 |
|
|
2024
Q1 | $4.93M | Sell |
107,445
-1,446
| -1% | -$66.3K | 0.09% | 230 |
|
|
2023
Q4 | $5.04M | Sell |
108,891
-189,965
| -64% | -$8.79M | 0.09% | 223 |
|
|
2023
Q3 | $13.2M | Buy |
298,856
+28,420
| +11% | +$1.25M | 0.27% | 99 |
|
|
2023
Q2 | $12.5M | Buy |
270,436
+34,183
| +14% | +$1.58M | 0.29% | 102 |
|
|
2023
Q1 | $11M | Buy |
236,253
+26,241
| +12% | +$1.23M | 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% | -$136K | 0.26% | 113 |
|
|
2022
Q2 | $10.2M | Buy |
+212,403
| New | +$10.2M | 0.26% | 111 |
|