Franklin Resources
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Franklin Resources’s DoubleLine Mortgage ETF DMBS Stock Holding History

Franklin Resources’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
2025
Q1 		– Sell
-34
Closed -$1.64K – 2990
2024
Q4 		$1.64K Hold
34
– – ﹤0.01% 2910
2024
Q3 		$1.68K Buy
+34
New +$1.69K ﹤0.01% 2905

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CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
ECM
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Envestnet Asset Management
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PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Franklin Resources's DMBS Position: Q1 2025 in Review

Franklin Resources sold out of DoubleLine Mortgage ETF (DMBS) in Q1 2025, closing a stake of 34 shares — an estimated $1.64K sold.

Franklin Resources first reported a position in DMBS in Q3 2024 and held it in 2 quarters. The position peaked at $1.68K in Q3 2024. 63 funds tracked by Wall St. Rank hold DMBS as of Q1 2025.

  • Franklin Resources reported no remaining DoubleLine Mortgage ETF position as of Q1 2025 after selling out during the quarter.
  • Franklin Resources sold 34 DoubleLine Mortgage ETF shares in Q1 2025, an estimated $1.64K.
  • Franklin Resources first reported a position in DoubleLine Mortgage ETF in Q3 2024 and held it in 2 quarters.
  • Franklin Resources's DoubleLine Mortgage ETF position peaked at $1.68K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2025.

Based on Franklin Resources's 13F filing for Q1 2025, filed 13 May 2025.