Jones Financial Companies
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Jones Financial Companies’s DoubleLine Mortgage ETF DMBS Stock Holding History

Jones Financial Companies’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43K Buy
29
+9
+45% +$442 ﹤0.01% 4518
2026
Q1 		$978 Buy
+20
New +$996 ﹤0.01% 4351

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APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
SAW
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Jones Financial Companies's DMBS Position: Q2 2026 in Review

Jones Financial Companies increased its DoubleLine Mortgage ETF (DMBS) stake by 45% in Q2 2026, buying an estimated $442 and bringing the position to 29 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #4518.

Jones Financial Companies first reported a position in DMBS in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Jones Financial Companies held 29 shares of DoubleLine Mortgage ETF worth $1.43K as of Q2 2026.
  • Jones Financial Companies bought 9 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $442.
  • DoubleLine Mortgage ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4518 holding.
  • Jones Financial Companies first reported a position in DoubleLine Mortgage ETF in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.