Lord & Richards Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Lord & Richards Wealth Management’s Portfolio DMBS Stock Details DMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.01M	Buy
2025 Q2	$4.73M	Buy
2025 Q1	$2.25M	Buy
2024 Q4	$274K	Buy