GTAM
DMBS icon

Global Trust Asset Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Global Trust Asset Management’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
2024
Q4 		– Sell
-300
Closed -$15.1K – 524
2024
Q3 		$15.1K Buy
+300
New +$14.9K 0.01% 361

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Global Trust Asset Management's DMBS Position: Q4 2024 in Review

Global Trust Asset Management sold out of DoubleLine Mortgage ETF (DMBS) in Q4 2024, closing a stake of 300 shares — an estimated $15.1K sold.

Global Trust Asset Management first reported a position in DMBS in Q3 2024 and held it in 1 quarter. The position peaked at $15.1K in Q3 2024. 57 funds tracked by Wall St. Rank hold DMBS as of Q4 2024.

  • Global Trust Asset Management reported no remaining DoubleLine Mortgage ETF position as of Q4 2024 after selling out during the quarter.
  • Global Trust Asset Management sold 300 DoubleLine Mortgage ETF shares in Q4 2024, an estimated $15.1K.
  • Global Trust Asset Management first reported a position in DoubleLine Mortgage ETF in Q3 2024 and held it in 1 quarter.
  • Global Trust Asset Management's DoubleLine Mortgage ETF position peaked at $15.1K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q4 2024.

Based on Global Trust Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.