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Maripau Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Maripau 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
Q1 		$3.65M Sell
73,982
-1,962
-3% -$97.7K 1.61% 14
2025
Q4 		$3.78M Buy
75,944
+8,573
+13% +$427K 1.74% 11
2025
Q3 		$3.35M Sell
67,371
-852
-1% -$41.9K 1.68% 12
2025
Q2 		$3.36M Buy
68,223
+16,852
+33% +$817K 1.69% 10
2025
Q1 		$2.52M Buy
51,371
+38,266
+292% +$1.86M 1.45% 15
2024
Q4 		$630K Buy
13,105
+2,296
+21% +$112K 0.37% 63
2024
Q3 		$545K Buy
10,809
+2,668
+33% +$132K 0.47% 43
2024
Q2 		$393K Buy
+8,141
New +$390K 0.27% 78

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Maripau Wealth Management's DMBS Position: Q1 2026 in Review

Maripau Wealth Management reduced its DoubleLine Mortgage ETF (DMBS) stake by 2.6% in Q1 2026, selling an estimated $97.7K and leaving 73,982 shares worth $3.65M. The position accounts for 1.61% of the portfolio, ranked #14.

Maripau Wealth Management first reported a position in DMBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.78M in Q4 2025. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Maripau Wealth Management held 73,982 shares of DoubleLine Mortgage ETF worth $3.65M as of Q1 2026.
  • Maripau Wealth Management sold 1,962 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $97.7K.
  • DoubleLine Mortgage ETF made up 1.61% of Maripau Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Maripau Wealth Management first reported a position in DoubleLine Mortgage ETF in Q2 2024 and has held it in 8 quarters since.
  • Maripau Wealth Management's DoubleLine Mortgage ETF position peaked at $3.78M in Q4 2025.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.