GWMIA
DMBS icon

Global Wealth Management Investment Advisory’s DoubleLine Mortgage ETF DMBS Stock Holding History

Global Wealth Management Investment Advisory’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
2026
Q1 		$4.19M Buy
84,863
+19,232
+29% +$958K 0.66% 61
2025
Q4 		$3.26M Buy
65,631
+4,581
+8% +$228K 0.52% 68
2025
Q3 		$3.03M Buy
61,050
+2,138
+4% +$105K 0.51% 72
2025
Q2 		$2.89M Buy
58,912
+532
+0.9% +$25.8K 0.54% 64
2025
Q1 		$2.86M Buy
+58,380
New +$2.83M 0.57% 61

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Global Wealth Management Investment Advisory's DMBS Position: Q1 2026 in Review

Global Wealth Management Investment Advisory increased its DoubleLine Mortgage ETF (DMBS) stake by 29% in Q1 2026, buying an estimated $958K and bringing the position to 84,863 shares worth $4.19M. The position accounts for 0.66% of the portfolio, ranked #61.

Global Wealth Management Investment Advisory first reported a position in DMBS in Q1 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Global Wealth Management Investment Advisory held 84,863 shares of DoubleLine Mortgage ETF worth $4.19M as of Q1 2026.
  • Global Wealth Management Investment Advisory bought 19,232 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $958K.
  • DoubleLine Mortgage ETF made up 0.66% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #61 holding.
  • Global Wealth Management Investment Advisory first reported a position in DoubleLine Mortgage ETF in Q1 2025 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.