Glassman Wealth Services
DBND icon

Glassman Wealth Services’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Glassman Wealth Services’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
2023
Q2 		– Sell
-897
Closed -$41.9K – 1930
2023
Q1 		$41.9K Buy
+897
New +$41.6K 0.01% 445

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Glassman Wealth Services's DBND Position: Q2 2023 in Review

Glassman Wealth Services sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q2 2023, closing a stake of 897 shares — an estimated $41.9K sold.

Glassman Wealth Services first reported a position in DBND in Q1 2023 and held it in 1 quarter. The position peaked at $41.9K in Q1 2023. 32 funds tracked by Wall St. Rank hold DBND as of Q2 2023.

  • Glassman Wealth Services reported no remaining DoubleLine Opportunistic Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 897 DoubleLine Opportunistic Bond ETF shares in Q2 2023, an estimated $41.9K.
  • Glassman Wealth Services first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2023 and held it in 1 quarter.
  • Glassman Wealth Services's DoubleLine Opportunistic Bond ETF position peaked at $41.9K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.