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Minot DeBlois Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Minot DeBlois 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
2025
Q1 		– Sell
-88
Closed -$4.23K – 264
2024
Q4 		$4.23K Buy
+88
New +$4.3K ﹤0.01% 260

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Minot DeBlois Advisors sold out of DoubleLine Mortgage ETF (DMBS) in Q1 2025, closing a stake of 88 shares — an estimated $4.23K sold.

Minot DeBlois Advisors first reported a position in DMBS in Q4 2024 and held it in 1 quarter. The position peaked at $4.23K in Q4 2024. 63 funds tracked by Wall St. Rank hold DMBS as of Q1 2025.

  • Minot DeBlois Advisors reported no remaining DoubleLine Mortgage ETF position as of Q1 2025 after selling out during the quarter.
  • Minot DeBlois Advisors sold 88 DoubleLine Mortgage ETF shares in Q1 2025, an estimated $4.23K.
  • Minot DeBlois Advisors first reported a position in DoubleLine Mortgage ETF in Q4 2024 and held it in 1 quarter.
  • Minot DeBlois Advisors's DoubleLine Mortgage ETF position peaked at $4.23K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2025.

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