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Financial Guidance Group’s DoubleLine Mortgage ETF DMBS Stock Holding History

Financial Guidance Group’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
2026
Q2 		$388K Hold
7,912
– – 0.15% 70
2026
Q1 		$391K Buy
7,912
+1,161
+17% +$57.8K 0.16% 68
2025
Q4 		$335K Buy
+6,751
New +$336K 0.14% 73

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Financial Guidance Group's DMBS Position: Q2 2026 in Review

Financial Guidance Group held its DoubleLine Mortgage ETF (DMBS) position steady in Q2 2026 at 7,912 shares worth $388K. The position accounts for 0.15% of the portfolio, ranked #70.

Financial Guidance Group first reported a position in DMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $391K in Q1 2026. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Financial Guidance Group held 7,912 shares of DoubleLine Mortgage ETF worth $388K as of Q2 2026.
  • Financial Guidance Group left its DoubleLine Mortgage ETF share count unchanged in Q2 2026.
  • DoubleLine Mortgage ETF made up 0.15% of Financial Guidance Group's portfolio in Q2 2026, its #70 holding.
  • Financial Guidance Group first reported a position in DoubleLine Mortgage ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Guidance Group's DoubleLine Mortgage ETF position peaked at $391K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.