Essential Planning’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Essential Planning’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 Q2	$1.04M	Sell	22,733 -1,046	-4%	-$47.7K	0.29%	33
2026 Q1	$1.09M	Buy	23,779 +18	+0.1%	+$834	0.35%	32
2025 Q4	$1.1M	Sell	23,761 -1,706	-7%	-$79.4K	0.35%	34
2025 Q3	$1.18M	Buy	25,467 +30	+0.1%	+$1.39K	0.41%	30
2025 Q2	$1.18M	Sell	25,437 -816	-3%	-$37.2K	0.44%	31
2025 Q1	$1.21M	Sell	26,253 -1,918,254	-99%	-$87.7M	0.49%	28
2024 Q4	$89.5M	Buy	1,944,507 +1,915,211	+6,537%	+$88.1M	0.58%	19
2024 Q3	$1.39M	Sell	29,296 -1,142	-4%	-$53.2K	0.57%	23
2024 Q2	$1.38M	Buy	30,438 +8,084	+36%	+$365K	0.61%	22
2024 Q1	$1.03M	Hold	22,354	–	–	0.52%	24
2023 Q4	$1.03M	Buy	22,354 +9,762	+78%	+$434K	0.52%	24
2023 Q3	$556K	Buy	12,592 +4,200	+50%	+$190K	0.31%	32
2023 Q2	$388K	Buy	8,392 +928	+12%	+$43K	0.22%	36
2023 Q1	$349K	Buy	+7,464	New	+$346K	0.21%	38

Other funds holding DBND

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Essential Planning's DBND Position: Q2 2026 in Review

Essential Planning reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 4.4% in Q2 2026, selling an estimated $47.7K and leaving 22,733 shares worth $1.04M. The position accounts for 0.29% of the portfolio, ranked #33.

Essential Planning first reported a position in DBND in Q1 2023 and has held it in 14 quarters since. The position peaked at $89.5M in Q4 2024. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Essential Planning held 22,733 shares of DoubleLine Opportunistic Bond ETF worth $1.04M as of Q2 2026.
Essential Planning sold 1,046 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $47.7K.
DoubleLine Opportunistic Bond ETF made up 0.29% of Essential Planning's portfolio in Q2 2026, its #33 holding.
Essential Planning first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2023 and has held it in 14 quarters since.
Essential Planning's DoubleLine Opportunistic Bond ETF position peaked at $89.5M in Q4 2024.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.