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Milestones Private Investment Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Milestones Private Investment Advisors’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 		$1.61M Sell
32,861
-26
-0.1% -$1.28K 1.28% 19
2026
Q1 		$1.62M Buy
32,887
+718
+2% +$35.8K 1.43% 28
2025
Q4 		$1.6M Buy
32,169
+10,293
+47% +$513K 1.1% 31
2025
Q3 		$1.09M Buy
21,876
+546
+3% +$26.8K 0.74% 41
2025
Q2 		$1.05M Buy
+21,330
New +$1.03M 0.78% 41

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

Milestones Private Investment Advisors's DMBS Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its DoubleLine Mortgage ETF (DMBS) stake by 0.08% in Q2 2026, selling an estimated $1.28K and leaving 32,861 shares worth $1.61M. The position accounts for 1.28% of the portfolio, ranked #19.

Milestones Private Investment Advisors first reported a position in DMBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q1 2026. 27 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Milestones Private Investment Advisors held 32,861 shares of DoubleLine Mortgage ETF worth $1.61M as of Q2 2026.
  • Milestones Private Investment Advisors sold 26 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $1.28K.
  • DoubleLine Mortgage ETF made up 1.28% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Milestones Private Investment Advisors first reported a position in DoubleLine Mortgage ETF in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's DoubleLine Mortgage ETF position peaked at $1.62M in Q1 2026.
  • 27 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.