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Regatta Research & Money Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Regatta Research & Money Management’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 		$14K Buy
+308
New +$14.1K 0.01% 450

Other funds holding DBND

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Regatta Research & Money Management's DBND Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in DoubleLine Opportunistic Bond ETF (DBND) in Q2 2026: 308 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings.

76 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Regatta Research & Money Management held 308 shares of DoubleLine Opportunistic Bond ETF worth $14K as of Q2 2026.
  • DoubleLine Opportunistic Bond ETF was a new Regatta Research & Money Management position in Q2 2026.
  • DoubleLine Opportunistic Bond ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #450 holding.
  • 76 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.