HWP
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Highline Wealth Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Highline Wealth Partners’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
2024
Q4 		– Sell
-694
Closed -$32.9K – 619
2024
Q3 		$32.9K Buy
+694
New +$32.3K 0.01% 151

Other funds holding DBND

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Highline Wealth Partners's DBND Position: Q4 2024 in Review

Highline Wealth Partners sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q4 2024, closing a stake of 694 shares — an estimated $32.9K sold.

Highline Wealth Partners first reported a position in DBND in Q3 2024 and held it in 1 quarter. The position peaked at $32.9K in Q3 2024. 67 funds tracked by Wall St. Rank hold DBND as of Q4 2024.

  • Highline Wealth Partners reported no remaining DoubleLine Opportunistic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 694 DoubleLine Opportunistic Bond ETF shares in Q4 2024, an estimated $32.9K.
  • Highline Wealth Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2024 and held it in 1 quarter.
  • Highline Wealth Partners's DoubleLine Opportunistic Bond ETF position peaked at $32.9K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q4 2024.

Based on Highline Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.