Mercer Global Advisors
DBND icon

Mercer Global Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Mercer Global Advisors’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
Q1 		$319K Sell
6,966
-3,339
-32% -$155K ﹤0.01% 2370
2025
Q4 		$478K Sell
10,305
-810
-7% -$37.7K ﹤0.01% 1896
2025
Q3 		$517K Buy
11,115
+712
+7% +$32.9K ﹤0.01% 1737
2025
Q2 		$481K Sell
10,403
-1,400
-12% -$63.9K ﹤0.01% 1585
2025
Q1 		$545K Hold
11,803
– – ﹤0.01% 1426
2024
Q4 		$535K Hold
11,803
– – ﹤0.01% 1421
2024
Q3 		$558K Hold
11,803
– – ﹤0.01% 1284
2024
Q2 		$536K Sell
11,803
-1,051
-8% -$47.4K ﹤0.01% 1272
2024
Q1 		$590K Sell
12,854
-5,416
-30% -$248K ﹤0.01% 1185
2023
Q4 		$845K Sell
18,270
-10,068
-36% -$447K ﹤0.01% 1054
2023
Q3 		$1.25M Sell
28,338
-143,538
-84% -$6.49M ﹤0.01% 852
2023
Q2 		$7.94M Buy
+171,876
New +$7.97M 0.03% 341

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Mercer Global Advisors's DBND Position: Q1 2026 in Review

Mercer Global Advisors reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 32% in Q1 2026, selling an estimated $155K and leaving 6,966 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Mercer Global Advisors first reported a position in DBND in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.94M in Q2 2023. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Mercer Global Advisors held 6,966 shares of DoubleLine Opportunistic Bond ETF worth $319K as of Q1 2026.
  • Mercer Global Advisors sold 3,339 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $155K.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2370 holding.
  • Mercer Global Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Mercer Global Advisors's DoubleLine Opportunistic Bond ETF position peaked at $7.94M in Q2 2023.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.