Fortis Advisors
DBND icon

Fortis Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Fortis 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
Q3 		– Sell
-165,920
Closed -$7.56M – 127
2026
Q2 		$7.56M Buy
165,920
+1,271
+0.8% +$58K 3.54% 9
2026
Q1 		$7.54M Sell
164,649
-39,458
-19% -$1.83M 3.78% 9
2025
Q4 		$9.46M Sell
204,107
-4,638
-2% -$216K 5.13% 2
2025
Q3 		$9.7M Buy
208,745
+50,643
+32% +$2.34M 5.46% 2
2025
Q2 		$7.31M Sell
158,102
-3,710
-2% -$169K 4.68% 3
2025
Q1 		$7.47M Sell
161,812
-99
-0.1% -$4.52K 4.87% 3
2024
Q4 		$7.33M Sell
161,911
-3,898
-2% -$179K 4.81% 3
2024
Q3 		$7.85M Buy
165,809
+49,871
+43% +$2.32M 5.09% 3
2024
Q2 		$5.26M Sell
115,938
-159
-0.1% -$7.18K 3.71% 5
2024
Q1 		$5.33M Buy
116,097
+466
+0.4% +$21.3K 3.57% 5
2023
Q4 		$5.35M Buy
115,631
+881
+0.8% +$39.2K 3.81% 5
2023
Q3 		$5.06M Buy
+114,750
New +$5.19M 3.81% 4

Other funds holding DBND

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $9.33B AUM 30.52% 1-Year Est. Return
Whitney & Co
Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Fortis Advisors's DBND Position: Q3 2026 in Review

Fortis Advisors sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q3 2026, closing a stake of 165,920 shares — an estimated $7.56M sold.

Fortis Advisors first reported a position in DBND in Q3 2023 and held it in 12 quarters. The position peaked at $9.7M in Q3 2025. 81 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

  • Fortis Advisors reported no remaining DoubleLine Opportunistic Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Fortis Advisors sold 165,920 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $7.56M.
  • Fortis Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2023 and held it in 12 quarters.
  • Fortis Advisors's DoubleLine Opportunistic Bond ETF position peaked at $9.7M in Q3 2025.
  • 81 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Fortis Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.