KAS
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Kestra Advisory Services’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Kestra Advisory Services’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
2024
Q1 		– Sell
-6,606
Closed -$306K – 2474
2023
Q4 		$306K Buy
+6,606
New +$294K ﹤0.01% 1836

Other funds holding DBND

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Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Advisory Services's DBND Position: Q1 2024 in Review

Kestra Advisory Services sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q1 2024, closing a stake of 6,606 shares — an estimated $306K sold.

Kestra Advisory Services first reported a position in DBND in Q4 2023 and held it in 1 quarter. The position peaked at $306K in Q4 2023. 53 funds tracked by Wall St. Rank hold DBND as of Q1 2024.

  • Kestra Advisory Services reported no remaining DoubleLine Opportunistic Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 6,606 DoubleLine Opportunistic Bond ETF shares in Q1 2024, an estimated $306K.
  • Kestra Advisory Services first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2023 and held it in 1 quarter.
  • Kestra Advisory Services's DoubleLine Opportunistic Bond ETF position peaked at $306K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2024.

Based on Kestra Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.