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Joel Greenblatt’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Joel Greenblatt’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 		$502K Sell
11,017
-7,806
-41% -$356K ﹤0.01% 1511
2026
Q1 		$862K Hold
18,823
– – ﹤0.01% 1356
2025
Q4 		$873K Buy
+18,823
New +$876K ﹤0.01% 1301

Other funds holding DBND

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Joel Greenblatt's DBND Position: Q2 2026 in Review

Joel Greenblatt reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 41% in Q2 2026, selling an estimated $356K and leaving 11,017 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Joel Greenblatt first reported a position in DBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $873K in Q4 2025. 99 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Joel Greenblatt held 11,017 shares of DoubleLine Opportunistic Bond ETF worth $502K as of Q2 2026.
  • Joel Greenblatt sold 7,806 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $356K.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1511 holding.
  • Joel Greenblatt first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Joel Greenblatt's DoubleLine Opportunistic Bond ETF position peaked at $873K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.