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 Q2	$53M	Buy	1,162,917 +195,601	+20%	+$8.93M	0.55%	46
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SWM

SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return

Foundations Investment Advisors's DBND Position: Q2 2026 in Review

Foundations Investment Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 20% in Q2 2026, buying an estimated $8.93M and bringing the position to 1,162,917 shares worth $53M. The position accounts for 0.55% of the portfolio, ranked #46.

Foundations Investment Advisors first reported a position in DBND in Q2 2024 and has held it in 9 quarters since. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Foundations Investment Advisors held 1,162,917 shares of DoubleLine Opportunistic Bond ETF worth $53M as of Q2 2026.
Foundations Investment Advisors bought 195,601 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $8.93M.
DoubleLine Opportunistic Bond ETF made up 0.55% of Foundations Investment Advisors's portfolio in Q2 2026, its #46 holding.
Foundations Investment Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2024 and has held it in 9 quarters since.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.