NA
DBND icon

NewEdge Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

NewEdge 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 		$33.1M Buy
725,049
+40,790
+6% +$1.86M 0.1% 208
2026
Q1 		$31.3M Buy
+684,259
New +$31.7M 0.11% 182
2025
Q2 		– Sell
-5,277
Closed -$244K – 4023
2025
Q1 		$244K Sell
5,277
-5,029
-49% -$230K ﹤0.01% 2010
2024
Q4 		$467K Sell
10,306
-589
-5% -$27.1K ﹤0.01% 1599
2024
Q3 		$516K Sell
10,895
-64,803
-86% -$3.02M ﹤0.01% 1457
2024
Q2 		$3.44M Buy
+75,698
New +$3.42M 0.03% 562

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return

NewEdge Advisors's DBND Position: Q2 2026 in Review

NewEdge Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 6% in Q2 2026, buying an estimated $1.86M and bringing the position to 725,049 shares worth $33.1M. The position accounts for 0.1% of the portfolio, ranked #208.

NewEdge Advisors first reported a position in DBND in Q2 2024 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • NewEdge Advisors held 725,049 shares of DoubleLine Opportunistic Bond ETF worth $33.1M as of Q2 2026.
  • NewEdge Advisors bought 40,790 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $1.86M.
  • DoubleLine Opportunistic Bond ETF made up 0.1% of NewEdge Advisors's portfolio in Q2 2026, its #208 holding.
  • NewEdge Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • 101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

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