Mutual Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Mutual Advisors’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	$276K	Sell	5,626 -154	-3%	-$7.56K	0.01%	1207
2026 Q1	$285K	Buy	5,780 +45	+0.8%	+$2.24K	0.01%	1144
2025 Q4	$285K	Buy	5,735 +5	+0.1%	+$249	0.01%	1108
2025 Q3	$287K	Buy	5,730 +4	+0.1%	+$197	0.01%	1075
2025 Q2	$279K	Buy	5,726 +4	+0.1%	+$194	0.01%	996
2025 Q1	$279K	Sell	5,722 -296	-5%	-$14.4K	0.01%	919
2024 Q4	$289K	Buy	6,018 +4	+0.1%	+$195	0.01%	890
2024 Q3	$295K	Buy	6,014 +4	+0.1%	+$199	0.01%	903
2024 Q2	$294K	Sell	6,010 -25	-0.4%	-$1.2K	0.01%	899
2024 Q1	$294K	Sell	6,035 -147	-2%	-$7.16K	0.01%	875
2023 Q4	$306K	Sell	6,182 -73	-1%	-$3.46K	0.01%	816
2023 Q3	$294K	Buy	+6,255	New	+$303K	0.01%	785

Other funds holding DMBS

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

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

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

Mutual Advisors's DMBS Position: Q2 2026 in Review

Mutual Advisors reduced its DoubleLine Mortgage ETF (DMBS) stake by 2.7% in Q2 2026, selling an estimated $7.56K and leaving 5,626 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #1207.

Mutual Advisors first reported a position in DMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $306K in Q4 2023. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Mutual Advisors held 5,626 shares of DoubleLine Mortgage ETF worth $276K as of Q2 2026.
Mutual Advisors sold 154 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $7.56K.
DoubleLine Mortgage ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1207 holding.
Mutual Advisors first reported a position in DoubleLine Mortgage ETF in Q3 2023 and has held it in 12 quarters since.
Mutual Advisors's DoubleLine Mortgage ETF position peaked at $306K in Q4 2023.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.