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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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
NRC
New Republic Capital Charlotte, North Carolina $434M AUM 31.16% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 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. 45 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.
  • 45 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.