EW
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Elyxium Wealth’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Elyxium Wealth’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
Q2 		$6.26M Buy
137,206
+1,972
+1% +$90K 0.66% 35
2026
Q1 		$6.2M Buy
135,234
+18,836
+16% +$873K 1.99% 11
2025
Q4 		$5.4M Buy
116,398
+9,709
+9% +$452K 1.5% 18
2025
Q3 		$4.96M Sell
106,689
-18,850
-15% -$870K 1.73% 12
2025
Q2 		$5.8M Buy
125,539
+99,767
+387% +$4.55M 2.18% 10
2025
Q1 		$1.19M Buy
+25,772
New +$1.18M 0.53% 41

Other funds holding DBND

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Elyxium Wealth's DBND Position: Q2 2026 in Review

Elyxium Wealth increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 1.5% in Q2 2026, buying an estimated $90K and bringing the position to 137,206 shares worth $6.26M. The position accounts for 0.66% of the portfolio, ranked #35.

Elyxium Wealth first reported a position in DBND in Q1 2025 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Elyxium Wealth held 137,206 shares of DoubleLine Opportunistic Bond ETF worth $6.26M as of Q2 2026.
  • Elyxium Wealth bought 1,972 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $90K.
  • DoubleLine Opportunistic Bond ETF made up 0.66% of Elyxium Wealth's portfolio in Q2 2026, its #35 holding.
  • Elyxium Wealth first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.