FIA
DBND icon

Foundations Investment Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Foundations Investment 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
Q1 		$44.3M Buy
967,316
+266,396
+38% +$12.3M 0.55% 49
2025
Q4 		$32.5M Buy
700,920
+160,205
+30% +$7.45M 0.43% 61
2025
Q3 		$25.2M Buy
540,715
+146,881
+37% +$6.78M 0.37% 65
2025
Q2 		$18.2M Buy
393,834
+176,370
+81% +$8.05M 0.29% 87
2025
Q1 		$10M Buy
217,464
+27,877
+15% +$1.27M 0.19% 126
2024
Q4 		$8.59M Sell
189,587
-74,158
-28% -$3.41M 0.17% 124
2024
Q3 		$12.5M Buy
263,745
+236,606
+872% +$11M 0.26% 87
2024
Q2 		$1.23M Buy
+27,139
New +$1.22M 0.03% 302

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $361M AUM 19.57% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return