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Gradient Investments’s DoubleLine Mortgage ETF DMBS Stock Holding History

Gradient Investments’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 		$151M Buy
3,081,101
+10,649
+0.3% +$523K 2.09% 3
2026
Q1 		$152M Buy
3,070,452
+417,018
+16% +$20.8M 2.35% 2
2025
Q4 		$132M Buy
2,653,434
+246,617
+10% +$12.3M 2.09% 6
2025
Q3 		$120M Buy
2,406,817
+531,491
+28% +$26.1M 2% 6
2025
Q2 		$92M Buy
1,875,326
+103,867
+6% +$5.03M 1.68% 7
2025
Q1 		$86.9M Sell
1,771,459
-488,945
-22% -$23.7M 1.75% 9
2024
Q4 		$109M Buy
2,260,404
+973,485
+76% +$47.6M 2.2% 6
2024
Q3 		$64.8M Sell
1,286,919
-357,571
-22% -$17.7M 1.35% 19
2024
Q2 		$79.3M Sell
1,644,490
-333,604
-17% -$16M 1.78% 10
2024
Q1 		$96.3M Buy
1,978,094
+120,222
+6% +$5.85M 2.23% 6
2023
Q4 		$91.9M Sell
1,857,872
-9,887
-0.5% -$468K 2.22% 6
2023
Q3 		$87.8M Buy
1,867,759
+46,336
+3% +$2.24M 2.32% 6
2023
Q2 		$90M Buy
+1,821,423
New +$90.6M 2.32% 6

Other funds holding DMBS

AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Gradient Investments's DMBS Position: Q2 2026 in Review

Gradient Investments increased its DoubleLine Mortgage ETF (DMBS) stake by 0.35% in Q2 2026, buying an estimated $523K and bringing the position to 3,081,101 shares worth $151M. The position accounts for 2.09% of the portfolio, ranked #3.

Gradient Investments first reported a position in DMBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $152M in Q1 2026. 11 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Gradient Investments held 3,081,101 shares of DoubleLine Mortgage ETF worth $151M as of Q2 2026.
  • Gradient Investments bought 10,649 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $523K.
  • DoubleLine Mortgage ETF made up 2.09% of Gradient Investments's portfolio in Q2 2026, its #3 holding.
  • Gradient Investments first reported a position in DoubleLine Mortgage ETF in Q2 2023 and has held it in 13 quarters since.
  • Gradient Investments's DoubleLine Mortgage ETF position peaked at $152M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.