Foundations Investment Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Foundations Investment Advisors’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 Q1	$31.5M	Buy	637,231 +60,724	+11%	+$3.02M	0.39%	67
2025 Q4	$28.6M	Buy	576,507 +145,142	+34%	+$7.23M	0.38%	64
2025 Q3	$21.4M	Buy	431,365 +92,828	+27%	+$4.56M	0.31%	72
2025 Q2	$16.6M	Buy	338,537 +161,347	+91%	+$7.82M	0.26%	95
2025 Q1	$8.69M	Buy	177,190 +25,822	+17%	+$1.25M	0.16%	136
2024 Q4	$7.28M	Sell	151,368 -52,670	-26%	-$2.57M	0.14%	143
2024 Q3	$10.3M	Buy	204,038 +179,837	+743%	+$8.93M	0.22%	99
2024 Q2	$1.17M	Buy	+24,201	New	+$1.16M	0.03%	311

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

Foundations Investment Advisors's DMBS Position: Q1 2026 in Review

Foundations Investment Advisors increased its DoubleLine Mortgage ETF (DMBS) stake by 11% in Q1 2026, buying an estimated $3.02M and bringing the position to 637,231 shares worth $31.5M. The position accounts for 0.39% of the portfolio, ranked #67.

Foundations Investment Advisors first reported a position in DMBS in Q2 2024 and has held it in 8 quarters since. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

Foundations Investment Advisors held 637,231 shares of DoubleLine Mortgage ETF worth $31.5M as of Q1 2026.
Foundations Investment Advisors bought 60,724 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $3.02M.
DoubleLine Mortgage ETF made up 0.39% of Foundations Investment Advisors's portfolio in Q1 2026, its #67 holding.
Foundations Investment Advisors first reported a position in DoubleLine Mortgage ETF in Q2 2024 and has held it in 8 quarters since.
98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.