JIP
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Jaffetilchin Investment Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Jaffetilchin Investment Partners’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.6M Buy
318,012
+95,553
+43% +$3.84M 0.75% 31
2025
Q4 		$8.95M Buy
222,459
+59,478
+36% +$2.41M 0.52% 36
2025
Q3 		$6.61M Buy
162,981
+31,567
+24% +$1.27M 0.4% 44
2025
Q2 		$5.27M Buy
131,414
+38,225
+41% +$1.52M 0.34% 49
2025
Q1 		$3.75M Buy
93,189
+12,548
+16% +$499K 0.27% 62
2024
Q4 		$3.18M Buy
80,641
+20,849
+35% +$837K 0.23% 69
2024
Q3 		$2.48M Buy
59,792
+31,954
+115% +$1.3M 0.19% 82
2024
Q2 		$1.11M Sell
27,838
-3,524
-11% -$139K 0.09% 125
2024
Q1 		$1.26M Buy
31,362
+11,211
+56% +$447K 0.11% 114
2023
Q4 		$811K Buy
+20,151
New +$781K 0.08% 159
2020
Q1 		– Sell
-6,146
Closed -$301K – 226
2019
Q4 		$301K Buy
6,146
+66
+1% +$3.23K 0.07% 170
2019
Q3 		$299K Sell
6,080
-71
-1% -$3.49K 0.07% 167
2019
Q2 		$302K Buy
6,151
+52
+0.9% +$2.52K 0.07% 190
2019
Q1 		$295K Sell
6,099
-31,902
-84% -$1.52M 0.07% 215
2018
Q4 		$1.8M Buy
+38,001
New +$1.79M 0.45% 33
2017
Q4 		– Sell
-4,406
Closed -$217K – 294
2017
Q3 		$217K Buy
+4,406
New +$217K 0.05% 273
2017
Q1 		– Sell
-5,583
Closed -$270K – 280
2016
Q4 		$270K Sell
5,583
-6,445
-54% -$317K 0.08% 197
2016
Q3 		$604K Buy
12,028
+2,409
+25% +$121K 0.19% 84
2016
Q2 		$480K Buy
9,619
+2,398
+33% +$119K 0.15% 106
2016
Q1 		$357K Buy
7,221
+725
+11% +$35.5K 0.11% 116
2015
Q4 		$316K Sell
6,496
-361
-5% -$17.7K 0.1% 147
2015
Q3 		$340K Buy
+6,857
New +$339K 0.13% 121

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Jaffetilchin Investment Partners's TOTL Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 43% in Q1 2026, buying an estimated $3.84M and bringing the position to 318,012 shares worth $12.6M. The position accounts for 0.75% of the portfolio, ranked #31.

Jaffetilchin Investment Partners first reported a position in TOTL in Q3 2015 and has held it in 22 quarters since. 357 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Jaffetilchin Investment Partners held 318,012 shares of State Street DoubleLine Total Return Tactical ETF worth $12.6M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 95,553 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $3.84M.
  • State Street DoubleLine Total Return Tactical ETF made up 0.75% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #31 holding.
  • Jaffetilchin Investment Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2015 and has held it in 22 quarters since.
  • 357 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.