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Mount Yale Investment Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Mount Yale Investment Advisors’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 		$4.26M Buy
93,046
+11,094
+14% +$514K 0.1% 209
2025
Q4 		$3.8M Buy
81,952
+18,166
+28% +$845K 0.18% 120
2025
Q3 		$2.97M Buy
+63,786
New +$2.94M 0.21% 111

Other funds holding DBND

Carson Wealth (CWM LLC)
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
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 $417M AUM 41.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
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

Mount Yale Investment Advisors's DBND Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 14% in Q1 2026, buying an estimated $514K and bringing the position to 93,046 shares worth $4.26M. The position accounts for 0.1% of the portfolio, ranked #209.

Mount Yale Investment Advisors first reported a position in DBND in Q3 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Mount Yale Investment Advisors held 93,046 shares of DoubleLine Opportunistic Bond ETF worth $4.26M as of Q1 2026.
  • Mount Yale Investment Advisors bought 11,094 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $514K.
  • DoubleLine Opportunistic Bond ETF made up 0.1% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #209 holding.
  • Mount Yale Investment Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.