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
2026 Q3	$4.46M	Sell	96,342 -14,829	-13%	-$712K	3.41%	6
2026 Q2	$5.46M	Buy	111,171 +6,217	+6%	+$305K	4.27%	6
2026 Q1	$5.18M	Sell	104,954 -505	-0.5%	-$25.1K	4.55%	6
2025 Q4	$5.24M	Buy	105,459 +4,632	+5%	+$231K	4.5%	6
2025 Q3	$5.01M	Buy	100,827 +4,456	+5%	+$219K	4.59%	5
2025 Q2	$4.73M	Buy	96,371 +50,414	+110%	+$2.44M	4.94%	5
2025 Q1	$2.25M	Buy	45,957 +40,257	+706%	+$1.95M	2.56%	8
2024 Q4	$274K	Buy	+5,700	New	+$279K	0.58%	56

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIC

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lord & Richards Wealth Management's DMBS Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its DoubleLine Mortgage ETF (DMBS) stake by 13% in Q3 2026, selling an estimated $712K and leaving 96,342 shares worth $4.46M. The position accounts for 3.41% of the portfolio, ranked #6.

Lord & Richards Wealth Management first reported a position in DMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.46M in Q2 2026. 12 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

Lord & Richards Wealth Management held 96,342 shares of DoubleLine Mortgage ETF worth $4.46M as of Q3 2026.
Lord & Richards Wealth Management sold 14,829 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $712K.
DoubleLine Mortgage ETF made up 3.41% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #6 holding.
Lord & Richards Wealth Management first reported a position in DoubleLine Mortgage ETF in Q4 2024 and has held it in 8 quarters since.
Lord & Richards Wealth Management's DoubleLine Mortgage ETF position peaked at $5.46M in Q2 2026.
12 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.