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Family Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Family Management’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,822
Closed -$235K – 185
2024
Q1 		$235K Buy
4,822
+622
+15% +$30.3K 0.04% 137
2023
Q4 		$208K Buy
+4,200
New +$199K 0.04% 128

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Family Management's DMBS Position: Q2 2024 in Review

Family Management sold out of DoubleLine Mortgage ETF (DMBS) in Q2 2024, closing a stake of 4,822 shares — an estimated $235K sold.

Family Management first reported a position in DMBS in Q4 2023 and held it in 2 quarters. The position peaked at $235K in Q1 2024. 38 funds tracked by Wall St. Rank hold DMBS as of Q2 2024.

  • Family Management reported no remaining DoubleLine Mortgage ETF position as of Q2 2024 after selling out during the quarter.
  • Family Management sold 4,822 DoubleLine Mortgage ETF shares in Q2 2024, an estimated $235K.
  • Family Management first reported a position in DoubleLine Mortgage ETF in Q4 2023 and held it in 2 quarters.
  • Family Management's DoubleLine Mortgage ETF position peaked at $235K in Q1 2024.
  • 38 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2024.

Based on Family Management's 13F filing for Q2 2024, filed 14 Aug 2024.