Integrated Wealth Concepts’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Integrated Wealth Concepts’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	$19.3K	Buy	+424	New	+$19.3K	﹤0.01%	4124

Other funds holding DBND

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Integrated Wealth Concepts's DBND Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in DoubleLine Opportunistic Bond ETF (DBND) in Q2 2026: 424 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #4124 among its holdings.

101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Integrated Wealth Concepts held 424 shares of DoubleLine Opportunistic Bond ETF worth $19.3K as of Q2 2026.
DoubleLine Opportunistic Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4124 holding.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.