MFWM
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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
Q2 		– Sell
-155,054
Closed -$7.66M – 50
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Motley Fool Wealth Management's DMBS Position: Q2 2026 in Review

Motley Fool Wealth Management sold out of DoubleLine Mortgage ETF (DMBS) in Q2 2026, closing a stake of 155,054 shares — an estimated $7.66M sold.

Motley Fool Wealth Management first reported a position in DMBS in Q1 2024 and held it in 9 quarters. The position peaked at $14.8M in Q3 2024. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Motley Fool Wealth Management reported no remaining DoubleLine Mortgage ETF position as of Q2 2026 after selling out during the quarter.
  • Motley Fool Wealth Management sold 155,054 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $7.66M.
  • Motley Fool Wealth Management first reported a position in DoubleLine Mortgage ETF in Q1 2024 and held it in 9 quarters.
  • Motley Fool Wealth Management's DoubleLine Mortgage ETF position peaked at $14.8M in Q3 2024.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.