LPL Financial
DBND icon

LPL Financial’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

LPL Financial’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
Q2 		$1.71M Sell
37,499
-26,285
-41% -$1.2M ﹤0.01% 3921
2026
Q1 		$2.92M Buy
63,784
+33,965
+114% +$1.57M ﹤0.01% 3155
2025
Q4 		$1.38M Buy
29,819
+4,128
+16% +$192K ﹤0.01% 3744
2025
Q3 		$1.2M Buy
25,691
+2,494
+11% +$115K ﹤0.01% 3828
2025
Q2 		$1.07M Buy
23,197
+3,323
+17% +$152K ﹤0.01% 3690
2025
Q1 		$918K Buy
19,874
+9,891
+99% +$452K ﹤0.01% 3633
2024
Q4 		$452K Buy
9,983
+1,900
+24% +$87.4K ﹤0.01% 4186
2024
Q3 		$383K Buy
8,083
+366
+5% +$17K ﹤0.01% 4235
2024
Q2 		$350K Buy
7,717
+2,978
+63% +$134K ﹤0.01% 4145
2024
Q1 		$217K Sell
4,739
-818
-15% -$37.4K ﹤0.01% 4447
2023
Q4 		$257K Buy
5,557
+1,012
+22% +$45K ﹤0.01% 4212
2023
Q3 		$201K Buy
+4,545
New +$206K ﹤0.01% 4242

Other funds holding DBND

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

LPL Financial's DBND Position: Q2 2026 in Review

LPL Financial reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 41% in Q2 2026, selling an estimated $1.2M and leaving 37,499 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3921.

LPL Financial first reported a position in DBND in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.92M in Q1 2026. 54 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • LPL Financial held 37,499 shares of DoubleLine Opportunistic Bond ETF worth $1.71M as of Q2 2026.
  • LPL Financial sold 26,285 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $1.2M.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3921 holding.
  • LPL Financial first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • LPL Financial's DoubleLine Opportunistic Bond ETF position peaked at $2.92M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.