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
2026 Q2	$2.69K	Buy	+59	New	+$2.69K	﹤0.01%	3903
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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Global Retirement Partners's DBND Position: Q2 2026 in Review

Global Retirement Partners opened a new position in DoubleLine Opportunistic Bond ETF (DBND) in Q2 2026: 59 shares worth $2.69K. The stake represents ﹤0.01% of the portfolio and ranks #3903 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DBND as recently as Q4 2025.

Global Retirement Partners first reported a position in DBND in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.67K in Q3 2024. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Global Retirement Partners held 59 shares of DoubleLine Opportunistic Bond ETF worth $2.69K as of Q2 2026.
DoubleLine Opportunistic Bond ETF was a new Global Retirement Partners position in Q2 2026.
DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3903 holding.
Global Retirement Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2023 and has held it in 9 quarters since.
Global Retirement Partners's DoubleLine Opportunistic Bond ETF position peaked at $7.67K in Q3 2024.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.