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Grey Fox Wealth Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Grey Fox Wealth Advisors’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
2023
Q2 		– Sell
-126
Closed -$5.88K – 197
2023
Q1 		$5.88K Buy
+126
New +$5.85K ﹤0.01% 341

Other funds holding DBND

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $148M AUM 38.41% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grey Fox Wealth Advisors's DBND Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q2 2023, closing a stake of 126 shares — an estimated $5.88K sold.

Grey Fox Wealth Advisors first reported a position in DBND in Q1 2023 and held it in 1 quarter. The position peaked at $5.88K in Q1 2023. 32 funds tracked by Wall St. Rank hold DBND as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining DoubleLine Opportunistic Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 126 DoubleLine Opportunistic Bond ETF shares in Q2 2023, an estimated $5.88K.
  • Grey Fox Wealth Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's DoubleLine Opportunistic Bond ETF position peaked at $5.88K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.