Janney Montgomery Scott
DBND icon

Janney Montgomery Scott’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Janney Montgomery Scott’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
Q1 		$490K Sell
10,688
-854
-7% -$39.6K ﹤0.01% 2058
2025
Q4 		$535K Buy
11,542
+2,117
+22% +$98.5K ﹤0.01% 2138
2025
Q3 		$439K Sell
9,425
-1,218
-11% -$56.2K ﹤0.01% 2229
2025
Q2 		$492K Sell
10,643
-657
-6% -$30K ﹤0.01% 2011
2025
Q1 		$522K Buy
+11,300
New +$516K ﹤0.01% 1951
2023
Q4 		– Sell
-4,823
Closed -$213K – 2662
2023
Q3 		$213K Buy
+4,823
New +$218K ﹤0.01% 2350

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Janney Montgomery Scott's DBND Position: Q1 2026 in Review

Janney Montgomery Scott reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 7.4% in Q1 2026, selling an estimated $39.6K and leaving 10,688 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Janney Montgomery Scott first reported a position in DBND in Q3 2023 and has held it in 6 quarters since. The position peaked at $535K in Q4 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Janney Montgomery Scott held 10,688 shares of DoubleLine Opportunistic Bond ETF worth $490K as of Q1 2026.
  • Janney Montgomery Scott sold 854 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $39.6K.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2058 holding.
  • Janney Montgomery Scott first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • Janney Montgomery Scott's DoubleLine Opportunistic Bond ETF position peaked at $535K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.