EWA
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EverSource Wealth Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

EverSource Wealth Advisors’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 		$137K Buy
+3,000
New +$137K ﹤0.01% 1217

Other funds holding DBND

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
WC
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
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $265M AUM 13.23% 1-Year Est. Return

EverSource Wealth Advisors's DBND Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in DoubleLine Opportunistic Bond ETF (DBND) in Q2 2026: 3,000 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings.

48 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • EverSource Wealth Advisors held 3,000 shares of DoubleLine Opportunistic Bond ETF worth $137K as of Q2 2026.
  • DoubleLine Opportunistic Bond ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1217 holding.
  • 48 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.