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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$31.6M	Buy	644,973 +60,480	+10%	+$2.93M	0.31%	73
2025 Q1	$28.7M	Buy	584,493 +33,155	+6%	+$1.61M	0.34%	68
2024 Q4	$26.5M	Buy	551,338 +48,980	+10%	+$2.39M	0.36%	68
2024 Q3	$25.3M	Buy	502,358 +7,976	+2%	+$396K	0.34%	73
2024 Q2	$23.9M	Buy	494,382 +10,718	+2%	+$513K	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	+$20.1M	0.39%	54

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Congress Wealth Management increased its DoubleLine Mortgage ETF (DMBS) stake by 10% in Q2 2025, buying an estimated $2.93M and bringing the position to 644,973 shares worth $31.6M. The position accounts for 0.31% of the portfolio, ranked #73.

Congress Wealth Management first reported a position in DMBS in Q4 2023 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold DMBS as of Q2 2025.

Congress Wealth Management held 644,973 shares of DoubleLine Mortgage ETF worth $31.6M as of Q2 2025.
Congress Wealth Management bought 60,480 DoubleLine Mortgage ETF shares in Q2 2025, an estimated $2.93M.
DoubleLine Mortgage ETF made up 0.31% of Congress Wealth Management's portfolio in Q2 2025, its #73 holding.
Congress Wealth Management first reported a position in DoubleLine Mortgage ETF in Q4 2023 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2025.

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