CCA
DBND icon

Cravens & Co Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Cravens & Co Advisors’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 		$9.93M Buy
216,828
+5,863
+3% +$272K 6.45% 6
2025
Q4 		$9.8M Sell
210,965
-9,069
-4% -$422K 6.42% 5
2025
Q3 		$10.2M Buy
220,034
+8,023
+4% +$370K 6.99% 4
2025
Q2 		$9.8M Buy
212,011
+181
+0.1% +$8.26K 7.32% 3
2025
Q1 		$9.78M Buy
211,830
+560
+0.3% +$25.6K 7.6% 4
2024
Q4 		$9.57M Buy
211,270
+7,934
+4% +$365K 7.28% 3
2024
Q3 		$9.63M Sell
203,336
-9,509
-4% -$443K 7.44% 4
2024
Q2 		$9.66M Buy
212,845
+32,100
+18% +$1.45M 7.17% 3
2024
Q1 		$8.29M Buy
180,745
+8,257
+5% +$378K 6.89% 4
2023
Q4 		$7.98M Sell
172,488
-3,649
-2% -$162K 6.88% 4
2023
Q3 		$7.77M Buy
176,137
+826
+0.5% +$37.4K 7.3% 3
2023
Q2 		$8.1M Buy
175,311
+18,449
+12% +$856K 7.45% 3
2023
Q1 		$7.33M Buy
156,862
+43,910
+39% +$2.04M 6.84% 4
2022
Q4 		$5.14M Buy
+112,952
New +$5.14M 4.75% 7

Other funds holding DBND

Carson Wealth (CWM LLC)
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
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 $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $361M AUM 19.57% 1-Year Est. Return