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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
Q2 		$8.51M Buy
186,581
+9,111
+5% +$416K 2.04% 12
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

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WC
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Landmark Wealth Management (New York)'s DBND Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 5.1% in Q2 2026, buying an estimated $416K and bringing the position to 186,581 shares worth $8.51M. The position accounts for 2.04% of the portfolio, ranked #12.

Landmark Wealth Management (New York) first reported a position in DBND in Q4 2022 and has held it in 15 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Landmark Wealth Management (New York) held 186,581 shares of DoubleLine Opportunistic Bond ETF worth $8.51M as of Q2 2026.
  • Landmark Wealth Management (New York) bought 9,111 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $416K.
  • DoubleLine Opportunistic Bond ETF made up 2.04% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #12 holding.
  • Landmark Wealth Management (New York) first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.