Fortress Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$368K Sell
2024
Q2
$367K Sell
2024
Q1
$403K Buy
2023
Q4
$402K Sell
2023
Q3
$843K Buy
2023
Q2
$878K Sell
2023
Q1
$1.21M Sell
2022
Q4
$1.93M Sell
2022
Q3
$2.55M Buy