GRP
DBND icon

Global Retirement Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Global Retirement Partners’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
2025
Q4 		$2.74K Hold
59
– – ﹤0.01% 3631
2025
Q3 		$2.75K Hold
59
– – ﹤0.01% 3205
2025
Q2 		$2.73K Buy
+59
New +$2.69K ﹤0.01% 3128
2024
Q4 		$7.34K Hold
162
– – ﹤0.01% 2517
2024
Q3 		$7.67K Hold
162
– – ﹤0.01% 2393
2024
Q2 		$7.36K Hold
162
– – ﹤0.01% 2444
2024
Q1 		$7.43K Hold
162
– – ﹤0.01% 2243
2023
Q4 		$7.44K Buy
+162
New +$7.2K ﹤0.01% 2176

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $361M AUM 19.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Retirement Partners's DBND Position: Q4 2025 in Review

Global Retirement Partners held its DoubleLine Opportunistic Bond ETF (DBND) position steady in Q4 2025 at 59 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3631.

Global Retirement Partners first reported a position in DBND in Q4 2023 and has held it in 8 quarters since. The position peaked at $7.67K in Q3 2024. 90 funds tracked by Wall St. Rank hold DBND as of Q4 2025.

  • Global Retirement Partners held 59 shares of DoubleLine Opportunistic Bond ETF worth $2.74K as of Q4 2025.
  • Global Retirement Partners left its DoubleLine Opportunistic Bond ETF share count unchanged in Q4 2025.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3631 holding.
  • Global Retirement Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Global Retirement Partners's DoubleLine Opportunistic Bond ETF position peaked at $7.67K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.