GWANC
DBND icon

Guardian Wealth Advisors (North Carolina)’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2026
Q1 		$14.1M Sell
308,616
-150
-0% -$6.95K 0.89% 22
2025
Q4 		$14.3M Buy
308,766
+8,303
+3% +$386K 0.89% 25
2025
Q3 		$14M Buy
+300,463
New +$13.9M 0.91% 25

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DBND Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.05% in Q1 2026, selling an estimated $6.95K and leaving 308,616 shares worth $14.1M. The position accounts for 0.89% of the portfolio, ranked #22.

Guardian Wealth Advisors (North Carolina) first reported a position in DBND in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.3M in Q4 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 308,616 shares of DoubleLine Opportunistic Bond ETF worth $14.1M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 150 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $6.95K.
  • DoubleLine Opportunistic Bond ETF made up 0.89% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #22 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s DoubleLine Opportunistic Bond ETF position peaked at $14.3M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.