Cornerstone Wealth Group’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Cornerstone Wealth Group’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 Q1	$2.5M	Buy	54,393 +6,589	+14%	+$305K	0.16%	121
2025 Q4	$2.22M	Buy	47,804 +1,541	+3%	+$71.7K	0.15%	115
2025 Q3	$2.15M	Buy	46,263 +391	+0.9%	+$18K	0.15%	109
2025 Q2	$2.12M	Sell	45,872 -3,073	-6%	-$140K	0.16%	105
2025 Q1	$2.26M	Buy	48,945 +1,421	+3%	+$64.9K	0.19%	108
2024 Q4	$2.15M	Buy	47,524 +4,915	+12%	+$226K	0.18%	105
2024 Q3	$2.02M	Buy	42,609 +1,316	+3%	+$61.3K	0.17%	107
2024 Q2	$1.87M	Buy	41,293 +1,134	+3%	+$51.2K	0.17%	104
2024 Q1	$1.84M	Buy	40,159 +1,187	+3%	+$54.3K	0.17%	102
2023 Q4	$1.8M	Buy	38,972 +13,678	+54%	+$608K	0.26%	80
2023 Q3	$1.12M	Buy	25,294 +1,159	+5%	+$52.4K	0.2%	94
2023 Q2	$1.11M	Buy	24,135 +823	+4%	+$38.2K	0.2%	93
2023 Q1	$1.09M	Buy	+23,312	New	+$1.08M	0.19%	98

Other funds holding DBND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Cornerstone Wealth Group's DBND Position: Q1 2026 in Review

Cornerstone Wealth Group increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 14% in Q1 2026, buying an estimated $305K and bringing the position to 54,393 shares worth $2.5M. The position accounts for 0.16% of the portfolio, ranked #121.

Cornerstone Wealth Group first reported a position in DBND in Q1 2023 and has held it in 13 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

Cornerstone Wealth Group held 54,393 shares of DoubleLine Opportunistic Bond ETF worth $2.5M as of Q1 2026.
Cornerstone Wealth Group bought 6,589 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $305K.
DoubleLine Opportunistic Bond ETF made up 0.16% of Cornerstone Wealth Group's portfolio in Q1 2026, its #121 holding.
Cornerstone Wealth Group first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2023 and has held it in 13 quarters since.
100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.