E
DBND icon

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
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

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 $417M AUM 41.98% 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

EntreWealth's DBND Position: Q1 2026 in Review

EntreWealth reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.61% in Q1 2026, selling an estimated $6.49K and leaving 22,676 shares worth $1.04M. The position accounts for 0.47% of the portfolio, ranked #46.

EntreWealth first reported a position in DBND in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q3 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • EntreWealth held 22,676 shares of DoubleLine Opportunistic Bond ETF worth $1.04M as of Q1 2026.
  • EntreWealth sold 140 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $6.49K.
  • DoubleLine Opportunistic Bond ETF made up 0.47% of EntreWealth's portfolio in Q1 2026, its #46 holding.
  • EntreWealth first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • EntreWealth's DoubleLine Opportunistic Bond ETF position peaked at $1.06M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on EntreWealth's 13F filing for Q1 2026, filed 14 May 2026.