MA
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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Osaic Holdings
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
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return