Morgan Stanley
DMBS icon

Morgan Stanley’s DoubleLine Mortgage ETF DMBS Stock Holding History

Morgan Stanley’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
Q1 		$9.5M Sell
192,376
-175,495
-48% -$8.74M ﹤0.01% 3605
2025
Q4 		$18.3M Buy
367,871
+11,208
+3% +$558K ﹤0.01% 3026
2025
Q3 		$17.7M Buy
356,663
+36,962
+12% +$1.82M ﹤0.01% 2995
2025
Q2 		$15.7M Buy
319,701
+31,484
+11% +$1.53M ﹤0.01% 3043
2025
Q1 		$14.1M Buy
288,217
+248,418
+624% +$12M ﹤0.01% 3028
2024
Q4 		$1.91M Buy
39,799
+29,918
+303% +$1.46M ﹤0.01% 4725
2024
Q3 		$498K Buy
9,881
+9,244
+1,451% +$459K ﹤0.01% 5410
2024
Q2 		$30.7K Hold
637
– – ﹤0.01% 6328
2024
Q1 		$31K Sell
637
-635
-50% -$30.9K ﹤0.01% 6368
2023
Q4 		$63K Buy
+1,272
New +$60.2K ﹤0.01% 6313

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return