Envestnet Portfolio Solutions
DBND icon

Envestnet Portfolio Solutions’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-5,451
Closed -$252K – 1545
2025
Q1 		$252K Buy
5,451
+998
+22% +$45.6K ﹤0.01% 1378
2024
Q4 		$202K Buy
4,453
+230
+5% +$10.6K ﹤0.01% 1694
2024
Q3 		$200K Buy
+4,223
New +$197K ﹤0.01% 1656

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
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Portfolio Solutions's DBND Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q2 2025, closing a stake of 5,451 shares — an estimated $252K sold.

Envestnet Portfolio Solutions first reported a position in DBND in Q3 2024 and held it in 3 quarters. The position peaked at $252K in Q1 2025. 77 funds tracked by Wall St. Rank hold DBND as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining DoubleLine Opportunistic Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,451 DoubleLine Opportunistic Bond ETF shares in Q2 2025, an estimated $252K.
  • Envestnet Portfolio Solutions first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's DoubleLine Opportunistic Bond ETF position peaked at $252K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.