Holcombe Financial
DBND icon

Holcombe Financial’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Holcombe Financial’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
Q3 		$11.8M Buy
270,700
+2,163
+0.8% +$96.8K 6.51% 5
2026
Q2 		$12.2M Buy
268,537
+8,578
+3% +$391K 6.91% 5
2026
Q1 		$11.9M Buy
259,959
+20,670
+9% +$958K 7% 6
2025
Q4 		$11.1M Buy
+239,289
New +$11.1M 6.97% 6

Other funds holding DBND

SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Whitney & Co
Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
Landmark Wealth Management (New York)
Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Holcombe Financial's DBND Position: Q3 2026 in Review

Holcombe Financial increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.81% in Q3 2026, buying an estimated $96.8K and bringing the position to 270,700 shares worth $11.8M. The position accounts for 6.51% of the portfolio, ranked #5.

Holcombe Financial first reported a position in DBND in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.2M in Q2 2026. 45 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

  • Holcombe Financial held 270,700 shares of DoubleLine Opportunistic Bond ETF worth $11.8M as of Q3 2026.
  • Holcombe Financial bought 2,163 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $96.8K.
  • DoubleLine Opportunistic Bond ETF made up 6.51% of Holcombe Financial's portfolio in Q3 2026, its #5 holding.
  • Holcombe Financial first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Holcombe Financial's DoubleLine Opportunistic Bond ETF position peaked at $12.2M in Q2 2026.
  • 45 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.