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BFC Planning, Inc.’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

BFC Planning, Inc.’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
Q3 		$28.4K Buy
653
+24
+4% +$1.08K ﹤0.01% 1844
2026
Q2 		$28.7K Sell
629
-6
-0.9% -$274 ﹤0.01% 1830
2026
Q1 		$29.1K Sell
635
-21
-3% -$973 ﹤0.01% 1553
2025
Q4 		$30.4K Sell
656
-34
-5% -$1.58K ﹤0.01% 1566
2025
Q3 		$32.1K Buy
690
+30
+5% +$1.38K ﹤0.01% 1358
2025
Q2 		$30.5K Buy
660
+20
+3% +$913 ﹤0.01% 1329
2025
Q1 		$29.5K Sell
640
-73
-10% -$3.34K ﹤0.01% 1303
2024
Q4 		$32.3K Buy
713
+50
+8% +$2.3K ﹤0.01% 1274
2024
Q3 		$31.4K Buy
+663
New +$30.9K ﹤0.01% 1260

Other funds holding DBND

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $9.33B AUM 30.52% 1-Year Est. Return
Whitney & Co
Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

BFC Planning, Inc.'s DBND Position: Q3 2026 in Review

BFC Planning, Inc. increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 3.8% in Q3 2026, buying an estimated $1.08K and bringing the position to 653 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

BFC Planning, Inc. first reported a position in DBND in Q3 2024 and has held it in 9 quarters since. The position peaked at $32.3K in Q4 2024. 81 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

  • BFC Planning, Inc. held 653 shares of DoubleLine Opportunistic Bond ETF worth $28.4K as of Q3 2026.
  • BFC Planning, Inc. bought 24 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $1.08K.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1844 holding.
  • BFC Planning, Inc. first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s DoubleLine Opportunistic Bond ETF position peaked at $32.3K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.