Landmark Wealth Management (New York)’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Landmark Wealth Management (New York)’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 Q1	$8.13M	Buy	177,470 +36,569	+26%	+$1.69M	2.18%	11
2025 Q4	$6.53M	Buy	140,901 +7,819	+6%	+$364K	2.5%	12
2025 Q3	$6.19M	Buy	133,082 +6,287	+5%	+$290K	2.46%	12
2025 Q2	$5.86M	Sell	126,795 -1,844	-1%	-$84.2K	2.5%	12
2025 Q1	$5.94M	Sell	128,639 -3,477	-3%	-$159K	2.62%	11
2024 Q4	$5.98M	Buy	132,116 +5,960	+5%	+$274K	2.65%	10
2024 Q3	$5.97M	Buy	126,156 +3,116	+3%	+$145K	2.6%	10
2024 Q2	$5.59M	Buy	123,040 +4,781	+4%	+$216K	4.35%	7
2024 Q1	$5.43M	Buy	118,259 +6,209	+6%	+$284K	2.51%	9
2023 Q4	$5.18M	Buy	112,050 +5,044	+5%	+$224K	2.55%	9
2023 Q3	$4.72M	Buy	107,006 +3,827	+4%	+$173K	2.68%	8
2023 Q2	$4.76M	Buy	103,179 +3,692	+4%	+$171K	4.22%	7
2023 Q1	$4.65M	Buy	99,487 +56,070	+129%	+$2.6M	2.58%	8
2022 Q4	$1.98M	Buy	+43,417	New	+$1.98M	1.43%	21

Other funds holding DBND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Landmark Wealth Management (New York)'s DBND Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 26% in Q1 2026, buying an estimated $1.69M and bringing the position to 177,470 shares worth $8.13M. The position accounts for 2.18% of the portfolio, ranked #11.

Landmark Wealth Management (New York) first reported a position in DBND in Q4 2022 and has held it in 14 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

Landmark Wealth Management (New York) held 177,470 shares of DoubleLine Opportunistic Bond ETF worth $8.13M as of Q1 2026.
Landmark Wealth Management (New York) bought 36,569 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $1.69M.
DoubleLine Opportunistic Bond ETF made up 2.18% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #11 holding.
Landmark Wealth Management (New York) first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2022 and has held it in 14 quarters since.
100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.