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 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 $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Lord & Richards Wealth Management's DMBS Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its DoubleLine Mortgage ETF (DMBS) stake by 5.9% in Q2 2026, buying an estimated $305K and bringing the position to 111,171 shares worth $5.46M. The position accounts for 4.27% of the portfolio, ranked #6.

Lord & Richards Wealth Management first reported a position in DMBS in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Lord & Richards Wealth Management held 111,171 shares of DoubleLine Mortgage ETF worth $5.46M as of Q2 2026.
Lord & Richards Wealth Management bought 6,217 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $305K.
DoubleLine Mortgage ETF made up 4.27% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #6 holding.
Lord & Richards Wealth Management first reported a position in DoubleLine Mortgage ETF in Q4 2024 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.