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Golden State Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Golden State Wealth 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
2026
Q2 		$1.08K Hold
22
– – ﹤0.01% 1475
2026
Q1 		$1.09K Hold
22
– – ﹤0.01% 1439
2025
Q4 		$1.09K Hold
22
– – ﹤0.01% 1502
2025
Q3 		$1.09K Buy
+22
New +$1.08K ﹤0.01% 1496

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Golden State Wealth Management's DMBS Position: Q2 2026 in Review

Golden State Wealth Management held its DoubleLine Mortgage ETF (DMBS) position steady in Q2 2026 at 22 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Golden State Wealth Management first reported a position in DMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09K in Q3 2025. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Golden State Wealth Management held 22 shares of DoubleLine Mortgage ETF worth $1.08K as of Q2 2026.
  • Golden State Wealth Management left its DoubleLine Mortgage ETF share count unchanged in Q2 2026.
  • DoubleLine Mortgage ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1475 holding.
  • Golden State Wealth Management first reported a position in DoubleLine Mortgage ETF in Q3 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's DoubleLine Mortgage ETF position peaked at $1.09K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.