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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
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

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 $361M AUM 19.57% 1-Year Est. Return