EH
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Equitable Holdings’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Equitable Holdings’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 		$418K Buy
9,023
+1,570
+21% +$72.8K ﹤0.01% 1327
2025
Q4 		$346K Buy
7,453
+650
+10% +$30.2K ﹤0.01% 1251
2025
Q3 		$317K Hold
6,803
– – ﹤0.01% 1235
2025
Q2 		$315K Hold
6,803
– – ﹤0.01% 1180
2025
Q1 		$314K Buy
6,803
+830
+14% +$37.9K ﹤0.01% 1076
2024
Q4 		$271K Buy
+5,973
New +$275K ﹤0.01% 1086

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

Equitable Holdings's DBND Position: Q1 2026 in Review

Equitable Holdings increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 21% in Q1 2026, buying an estimated $72.8K and bringing the position to 9,023 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Equitable Holdings first reported a position in DBND in Q4 2024 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Equitable Holdings held 9,023 shares of DoubleLine Opportunistic Bond ETF worth $418K as of Q1 2026.
  • Equitable Holdings bought 1,570 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $72.8K.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1327 holding.
  • Equitable Holdings first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.