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
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

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 $405M AUM 24.12% 1-Year Est. Return

Elyxium Wealth's DBND Position: Q1 2026 in Review

Elyxium Wealth increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 16% in Q1 2026, buying an estimated $873K and bringing the position to 135,234 shares worth $6.2M. The position accounts for 1.99% of the portfolio, ranked #11.

Elyxium Wealth first reported a position in DBND in Q1 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Elyxium Wealth held 135,234 shares of DoubleLine Opportunistic Bond ETF worth $6.2M as of Q1 2026.
  • Elyxium Wealth bought 18,836 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $873K.
  • DoubleLine Opportunistic Bond ETF made up 1.99% of Elyxium Wealth's portfolio in Q1 2026, its #11 holding.
  • Elyxium Wealth first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.