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Larson Financial Group’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Larson Financial Group’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 		– Sell
-4
Closed -$185 – 3677
2025
Q4 		$185 Buy
+4
New +$186 ﹤0.01% 3281

Other funds holding DBND

Carson Wealth (CWM LLC)
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
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 $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Larson Financial Group's DBND Position: Q1 2026 in Review

Larson Financial Group sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q1 2026, closing a stake of 4 shares — an estimated $185 sold.

Larson Financial Group first reported a position in DBND in Q4 2025 and held it in 1 quarter. The position peaked at $185 in Q4 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Larson Financial Group reported no remaining DoubleLine Opportunistic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 4 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $185.
  • Larson Financial Group first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2025 and held it in 1 quarter.
  • Larson Financial Group's DoubleLine Opportunistic Bond ETF position peaked at $185 in Q4 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.