Corient Private Wealth
DBND icon

Corient Private Wealth’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Corient Private Wealth’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
2026
Q2 		$2.88M Sell
63,238
-19,667
-24% -$897K ﹤0.01% 1144
2026
Q1 		$3.8M Sell
82,905
-3,209
-4% -$149K 0.01% 954
2025
Q4 		$3.99M Buy
+86,114
New +$4.01M 0.01% 848

Other funds holding DBND

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Corient Private Wealth's DBND Position: Q2 2026 in Review

Corient Private Wealth reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 24% in Q2 2026, selling an estimated $897K and leaving 63,238 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Corient Private Wealth first reported a position in DBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.99M in Q4 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Corient Private Wealth held 63,238 shares of DoubleLine Opportunistic Bond ETF worth $2.88M as of Q2 2026.
  • Corient Private Wealth sold 19,667 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $897K.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1144 holding.
  • Corient Private Wealth first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's DoubleLine Opportunistic Bond ETF position peaked at $3.99M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.