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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
Q2 		$4.41M Buy
96,654
+3,608
+4% +$165K 0.08% 241
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

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $786B AUM 40.34% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Mount Yale Investment Advisors's DBND Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 3.9% in Q2 2026, buying an estimated $165K and bringing the position to 96,654 shares worth $4.41M. The position accounts for 0.08% of the portfolio, ranked #241.

Mount Yale Investment Advisors first reported a position in DBND in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Mount Yale Investment Advisors held 96,654 shares of DoubleLine Opportunistic Bond ETF worth $4.41M as of Q2 2026.
  • Mount Yale Investment Advisors bought 3,608 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $165K.
  • DoubleLine Opportunistic Bond ETF made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #241 holding.
  • Mount Yale Investment Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.