Congress Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6M | Buy |
644,973
+60,480
| +10% | +$2.97M | 0.31% | 73 |
|
|
2025
Q1 | $28.7M | Buy |
584,493
+33,155
| +6% | +$1.63M | 0.34% | 68 |
|
|
2024
Q4 | $26.5M | Buy |
551,338
+48,980
| +10% | +$2.36M | 0.36% | 68 |
|
|
2024
Q3 | $25.3M | Buy |
502,358
+7,976
| +2% | +$402K | 0.34% | 73 |
|
|
2024
Q2 | $23.9M | Buy |
494,382
+10,718
| +2% | +$517K | 0.38% | 59 |
|
|
2024
Q1 | $23.6M | Buy |
483,664
+58,995
| +14% | +$2.87M | 0.41% | 58 |
|
|
2023
Q4 | $21M | Buy |
+424,669
| New | +$21M | 0.39% | 54 |
|