Integrated Wealth Concepts’s DoubleLine Mortgage ETF DMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Buy |
100,594
+9,157
| +10% | +$449K | 0.05% | 336 |
|
|
2025
Q1 | $4.49M | Sell |
91,437
-18,918
| -17% | -$928K | 0.05% | 342 |
|
|
2024
Q4 | $5.31M | Buy |
110,355
+25,624
| +30% | +$1.23M | 0.06% | 285 |
|
|
2024
Q3 | $4.27M | Buy |
84,731
+6,873
| +9% | +$346K | 0.05% | 328 |
|
|
2024
Q2 | $3.76M | Buy |
77,858
+21,915
| +39% | +$1.06M | 0.05% | 329 |
|
|
2024
Q1 | $2.72M | Buy |
55,943
+6,395
| +13% | +$311K | 0.04% | 412 |
|
|
2023
Q4 | $2.45M | Buy |
+49,548
| New | +$2.45M | 0.04% | 410 |
|