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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12M Sell
45,872
-3,073
-6% -$142K 0.16% 105
2025
Q1
$2.26M Buy
48,945
+1,421
+3% +$65.6K 0.19% 107
2024
Q4
$2.15M Buy
47,524
+4,915
+12% +$223K 0.18% 104
2024
Q3
$2.02M Buy
42,609
+1,316
+3% +$62.3K 0.17% 106
2024
Q2
$1.87M Buy
41,293
+1,134
+3% +$51.5K 0.17% 103
2024
Q1
$1.84M Buy
40,159
+1,187
+3% +$54.5K 0.17% 101
2023
Q4
$1.8M Buy
38,972
+13,678
+54% +$633K 0.26% 80
2023
Q3
$1.12M Buy
25,294
+1,159
+5% +$51.1K 0.2% 94
2023
Q2
$1.11M Buy
24,135
+823
+4% +$38K 0.2% 93
2023
Q1
$1.09M Buy
+23,312
New +$1.09M 0.19% 98