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 |
|