Joseph P. Lucia & Associates’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Joseph P. Lucia & Associates’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	$362K	Buy	+7,945	New	+$363K	0.11%	137

Other funds holding DBND

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Joseph P. Lucia & Associates's DBND Position: Q2 2026 in Review

Joseph P. Lucia & Associates opened a new position in DoubleLine Opportunistic Bond ETF (DBND) in Q2 2026: 7,945 shares worth $362K. The stake represents 0.11% of the portfolio and ranks #137 among its holdings.

101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Joseph P. Lucia & Associates held 7,945 shares of DoubleLine Opportunistic Bond ETF worth $362K as of Q2 2026.
DoubleLine Opportunistic Bond ETF was a new Joseph P. Lucia & Associates position in Q2 2026.
DoubleLine Opportunistic Bond ETF made up 0.11% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #137 holding.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.