Motley Fool Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Motley Fool Wealth Management’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	$7.66M	Sell	155,054 -50,422	-25%	-$2.51M	0.87%	35
2025 Q4	$10.2M	Sell	205,476 -28,266	-12%	-$1.41M	0.79%	43
2025 Q3	$11.6M	Sell	233,742 -6,844	-3%	-$337K	0.79%	43
2025 Q2	$11.8M	Sell	240,586 -25,943	-10%	-$1.26M	0.71%	44
2025 Q1	$13.1M	Sell	266,529 -22,288	-8%	-$1.08M	0.77%	41
2024 Q4	$13.9M	Sell	288,817 -5,042	-2%	-$246K	0.72%	47
2024 Q3	$14.8M	Sell	293,859 -11,289	-4%	-$560K	0.74%	43
2024 Q2	$14.7M	Buy	305,148 +273,279	+858%	+$13.1M	0.75%	43
2024 Q1	$1.55M	Buy	+31,869	New	+$1.55M	0.08%	113

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Envestnet Asset Management

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return