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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
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

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FIA
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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 $374B AUM 17.66% 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 $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $361M AUM 19.57% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return