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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
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

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $265M AUM 13.23% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Holcombe Financial's DBND Position: Q2 2026 in Review

Holcombe Financial increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 3.3% in Q2 2026, buying an estimated $391K and bringing the position to 268,537 shares worth $12.2M. The position accounts for 6.91% of the portfolio, ranked #5.

Holcombe Financial first reported a position in DBND in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Holcombe Financial held 268,537 shares of DoubleLine Opportunistic Bond ETF worth $12.2M as of Q2 2026.
  • Holcombe Financial bought 8,578 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $391K.
  • DoubleLine Opportunistic Bond ETF made up 6.91% of Holcombe Financial's portfolio in Q2 2026, its #5 holding.
  • Holcombe Financial first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.