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
2025 Q2	$1.18M	Sell
2025 Q1	$1.21M	Sell
2024 Q4	$89.5M	Buy
2024 Q3	$1.39M	Sell
2024 Q2	$1.38M	Buy
2024 Q1	$1.03M	Hold
2023 Q4	$1.03M	Buy
2023 Q3	$556K	Buy
2023 Q2	$388K	Buy
2023 Q1	$349K	Buy