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DT Investment Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

DT Investment Partners’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
2024
Q3 		– Sell
-202
Closed -$9.17K – 642
2024
Q2 		$9.17K Buy
+202
New +$9.12K ﹤0.01% 381

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DT Investment Partners's DBND Position: Q3 2024 in Review

DT Investment Partners sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q3 2024, closing a stake of 202 shares — an estimated $9.17K sold.

DT Investment Partners first reported a position in DBND in Q2 2024 and held it in 1 quarter. The position peaked at $9.17K in Q2 2024. 56 funds tracked by Wall St. Rank hold DBND as of Q3 2024.

  • DT Investment Partners reported no remaining DoubleLine Opportunistic Bond ETF position as of Q3 2024 after selling out during the quarter.
  • DT Investment Partners sold 202 DoubleLine Opportunistic Bond ETF shares in Q3 2024, an estimated $9.17K.
  • DT Investment Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2024 and held it in 1 quarter.
  • DT Investment Partners's DoubleLine Opportunistic Bond ETF position peaked at $9.17K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2024.

Based on DT Investment Partners's 13F filing for Q3 2024, filed 23 Oct 2024.