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Guardian Wealth Advisors (North Carolina)’s DoubleLine Mortgage ETF DMBS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$394K Buy
7,975
+3,157
+66% +$157K 0.02% 248
2025
Q4 		$239K Buy
4,818
+306
+7% +$15.2K 0.01% 331
2025
Q3 		$224K Sell
4,512
-698
-13% -$34.3K 0.01% 331
2025
Q2 		$256K Sell
5,210
-378
-7% -$18.3K 0.02% 291
2025
Q1 		$274K Buy
+5,588
New +$271K 0.02% 264

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

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

Guardian Wealth Advisors (North Carolina) increased its DoubleLine Mortgage ETF (DMBS) stake by 66% in Q1 2026, buying an estimated $157K and bringing the position to 7,975 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #248.

Guardian Wealth Advisors (North Carolina) 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.

  • Guardian Wealth Advisors (North Carolina) held 7,975 shares of DoubleLine Mortgage ETF worth $394K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 3,157 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $157K.
  • DoubleLine Mortgage ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #248 holding.
  • Guardian Wealth Advisors (North Carolina) 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.