Journey Advisory Group
DBND icon

Journey Advisory Group’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Journey Advisory Group’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
Q3 		$12.6M Buy
290,842
+18,780
+7% +$841K 0.94% 28
2026
Q2 		$12.4M Sell
272,062
-224,046
-45% -$10.2M 0.95% 29
2026
Q1 		$22.7M Buy
496,108
+370,972
+296% +$17.2M 1.94% 9
2025
Q4 		$5.8M Buy
125,136
+66,607
+114% +$3.1M 0.49% 59
2025
Q3 		$2.72M Buy
+58,529
New +$2.7M 0.2% 107

Other funds holding DBND

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $9.33B AUM 30.52% 1-Year Est. Return
Whitney & Co
Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Journey Advisory Group's DBND Position: Q3 2026 in Review

Journey Advisory Group increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 6.9% in Q3 2026, buying an estimated $841K and bringing the position to 290,842 shares worth $12.6M. The position accounts for 0.94% of the portfolio, ranked #28.

Journey Advisory Group first reported a position in DBND in Q3 2025 and has held it in 5 quarters since. The position peaked at $22.7M in Q1 2026. 81 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

  • Journey Advisory Group held 290,842 shares of DoubleLine Opportunistic Bond ETF worth $12.6M as of Q3 2026.
  • Journey Advisory Group bought 18,780 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $841K.
  • DoubleLine Opportunistic Bond ETF made up 0.94% of Journey Advisory Group's portfolio in Q3 2026, its #28 holding.
  • Journey Advisory Group first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Journey Advisory Group's DoubleLine Opportunistic Bond ETF position peaked at $22.7M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.