Congress Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Congress Wealth Management’s Portfolio DMBS Stock Details DMBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$31.6M	Buy
2025 Q1	$28.7M	Buy
2024 Q4	$26.5M	Buy
2024 Q3	$25.3M	Buy
2024 Q2	$23.9M	Buy
2024 Q1	$23.6M	Buy
2023 Q4	$21M	Buy