EntreWealth’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

EntreWealth’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 Q3	$1.72M	Sell	39,599 -326	-0.8%	-$14.6K	0.61%	43
2026 Q2	$1.79M	Buy	39,925 +17,249	+76%	+$787K	0.66%	41
2026 Q1	$1.04M	Sell	22,676 -140	-0.6%	-$6.49K	0.47%	46
2025 Q4	$1.06M	Hold	22,816	–	–	0.48%	45
2025 Q3	$1.06M	Buy	22,816 +288	+1%	+$13.3K	0.55%	41
2025 Q2	$1.04M	Buy	+22,528	New	+$1.03M	0.72%	33

Other funds holding DBND

SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Elyxium Wealth San Mateo, California $989M AUM 34.28% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

EntreWealth's DBND Position: Q3 2026 in Review

EntreWealth reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.82% in Q3 2026, selling an estimated $14.6K and leaving 39,599 shares worth $1.72M. The position accounts for 0.61% of the portfolio, ranked #43.

EntreWealth first reported a position in DBND in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.79M in Q2 2026. 33 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

EntreWealth held 39,599 shares of DoubleLine Opportunistic Bond ETF worth $1.72M as of Q3 2026.
EntreWealth sold 326 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $14.6K.
DoubleLine Opportunistic Bond ETF made up 0.61% of EntreWealth's portfolio in Q3 2026, its #43 holding.
EntreWealth first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2025 and has held it in 6 quarters since.
EntreWealth's DoubleLine Opportunistic Bond ETF position peaked at $1.79M in Q2 2026.
33 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.