Krilogy Financial
DBND icon

Krilogy Financial’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Krilogy Financial’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 		– Sell
-4,500
Closed -$205K – 1111
2026
Q2 		$205K Sell
4,500
-250
-5% -$11.4K 0.01% 964
2026
Q1 		$218K Hold
4,750
– – 0.01% 868
2025
Q4 		$221K Sell
4,750
-2,050
-30% -$95.4K 0.01% 840
2025
Q3 		$315K Buy
+6,800
New +$314K 0.01% 661

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HF
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HFA
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Premier Path Wealth Partners
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E
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Pettinga Financial Advisors
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CWM
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WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
SWM
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GHA
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Krilogy Financial's DBND Position: Q3 2026 in Review

Krilogy Financial sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q3 2026, closing a stake of 4,500 shares — an estimated $205K sold.

Krilogy Financial first reported a position in DBND in Q3 2025 and held it in 4 quarters. The position peaked at $315K in Q3 2025. 16 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

  • Krilogy Financial reported no remaining DoubleLine Opportunistic Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 4,500 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $205K.
  • Krilogy Financial first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2025 and held it in 4 quarters.
  • Krilogy Financial's DoubleLine Opportunistic Bond ETF position peaked at $315K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.