Morgan Stanley’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Morgan Stanley’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 Q2	$2.25M	Buy	49,415 +29,617	+150%	+$1.35M	﹤0.01%	4786
2026 Q1	$907K	Buy	19,798 +19,368	+4,504%	+$897K	﹤0.01%	5195
2025 Q4	$20K	Sell	430 -545	-56%	-$25.4K	﹤0.01%	6694
2025 Q3	$45.4K	Buy	975 +974	+97,400%	+$45K	﹤0.01%	6439
2025 Q2	$82	Hold	1	–	–	﹤0.01%	7676
2025 Q1	$68	Hold	1	–	–	﹤0.01%	7644
2024 Q4	$72	Buy	+1	New	+$46	﹤0.01%	7520
2023 Q4	–	Sell	-216	Closed	-$9.53K	–	7843
2023 Q3	$9.53K	Buy	+216	New	+$9.77K	﹤0.01%	6746
2023 Q1	–	Sell	-350	Closed	-$15.9K	–	7739
2022 Q4	$15.9K	Sell	350 -200,000	-100%	-$9.11M	﹤0.01%	6770
2022 Q3	$9.15M	Buy	200,350 +350	+0.2%	+$16.7K	﹤0.01%	3078
2022 Q2	$9.59M	Buy	+200,000	New	+$9.74M	﹤0.01%	3106

Other funds holding DBND

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley's DBND Position: Q2 2026 in Review

Morgan Stanley increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 150% in Q2 2026, buying an estimated $1.35M and bringing the position to 49,415 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #4786.

Morgan Stanley first reported a position in DBND in Q2 2022 and has held it in 11 quarters since. The position peaked at $9.59M in Q2 2022. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Morgan Stanley held 49,415 shares of DoubleLine Opportunistic Bond ETF worth $2.25M as of Q2 2026.
Morgan Stanley bought 29,617 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $1.35M.
DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4786 holding.
Morgan Stanley first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2022 and has held it in 11 quarters since.
Morgan Stanley's DoubleLine Opportunistic Bond ETF position peaked at $9.59M in Q2 2022.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.