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

Foundations Investment Advisors Phoenix, Arizona $9.7B 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 22.9% 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 $419M AUM 17.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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.

101 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.
101 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.