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 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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley's DBND Position: Q1 2026 in Review

Morgan Stanley increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 4,504% in Q1 2026, buying an estimated $897K and bringing the position to 19,798 shares worth $907K. The position accounts for ﹤0.01% of the portfolio, ranked #5195.

Morgan Stanley first reported a position in DBND in Q2 2022 and has held it in 10 quarters since. The position peaked at $9.59M in Q2 2022. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

Morgan Stanley held 19,798 shares of DoubleLine Opportunistic Bond ETF worth $907K as of Q1 2026.
Morgan Stanley bought 19,368 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $897K.
DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5195 holding.
Morgan Stanley first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2022 and has held it in 10 quarters since.
Morgan Stanley's DoubleLine Opportunistic Bond ETF position peaked at $9.59M in Q2 2022.
100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.