Landmark Wealth Management (New York)’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Sell |
126,795
-1,844
| -1% | -$85.3K | 2.5% | 12 |
|
|
2025
Q1 | $5.94M | Sell |
128,639
-3,477
| -3% | -$161K | 2.62% | 11 |
|
|
2024
Q4 | $5.98M | Buy |
132,116
+5,960
| +5% | +$270K | 2.65% | 10 |
|
|
2024
Q3 | $5.98M | Buy |
126,156
+3,116
| +3% | +$148K | 2.6% | 10 |
|
|
2024
Q2 | $5.59M | Buy |
123,040
+4,781
| +4% | +$217K | 4.35% | 7 |
|
|
2024
Q1 | $5.43M | Buy |
118,259
+6,209
| +6% | +$285K | 2.51% | 9 |
|
|
2023
Q4 | $5.18M | Buy |
112,050
+5,044
| +5% | +$233K | 2.55% | 9 |
|
|
2023
Q3 | $4.72M | Buy |
107,006
+3,827
| +4% | +$169K | 2.68% | 8 |
|
|
2023
Q2 | $4.77M | Buy |
103,179
+3,692
| +4% | +$171K | 4.22% | 7 |
|
|
2023
Q1 | $4.65M | Buy |
99,487
+56,070
| +129% | +$2.62M | 2.58% | 8 |
|
|
2022
Q4 | $1.98M | Buy |
+43,417
| New | +$1.98M | 1.43% | 21 |
|