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Minot DeBlois Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Minot DeBlois 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
2025
Q1 		– Sell
-273
Closed -$12.4K – 263
2024
Q4 		$12.4K Buy
+273
New +$12.6K 0.01% 189

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return

Minot DeBlois Advisors's DBND Position: Q1 2025 in Review

Minot DeBlois Advisors sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q1 2025, closing a stake of 273 shares — an estimated $12.4K sold.

Minot DeBlois Advisors first reported a position in DBND in Q4 2024 and held it in 1 quarter. The position peaked at $12.4K in Q4 2024. 71 funds tracked by Wall St. Rank hold DBND as of Q1 2025.

  • Minot DeBlois Advisors reported no remaining DoubleLine Opportunistic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Minot DeBlois Advisors sold 273 DoubleLine Opportunistic Bond ETF shares in Q1 2025, an estimated $12.4K.
  • Minot DeBlois Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2024 and held it in 1 quarter.
  • Minot DeBlois Advisors's DoubleLine Opportunistic Bond ETF position peaked at $12.4K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2025.

Based on Minot DeBlois Advisors's 13F filing for Q1 2025, filed 15 May 2025.