NWF Advisory Services’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

NWF Advisory Services’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	$267K	Buy	5,849 +69	+1%	+$3.15K	0.03%	330
2026 Q1	$265K	Buy	5,780 +41	+0.7%	+$1.9K	0.03%	316
2025 Q4	$266K	Buy	5,739 +91	+2%	+$4.23K	0.03%	311
2025 Q3	$263K	Buy	5,648 +68	+1%	+$3.14K	0.03%	317
2025 Q2	$258K	Buy	+5,580	New	+$255K	0.03%	322

Other funds holding DBND

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

NWF Advisory Services's DBND Position: Q2 2026 in Review

NWF Advisory Services increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 1.2% in Q2 2026, buying an estimated $3.15K and bringing the position to 5,849 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #330.

NWF Advisory Services first reported a position in DBND in Q2 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

NWF Advisory Services held 5,849 shares of DoubleLine Opportunistic Bond ETF worth $267K as of Q2 2026.
NWF Advisory Services bought 69 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $3.15K.
DoubleLine Opportunistic Bond ETF made up 0.03% of NWF Advisory Services's portfolio in Q2 2026, its #330 holding.
NWF Advisory Services first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2025 and has held it in 5 quarters since.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.