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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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $405M AUM 24.12% 1-Year Est. Return

NWF Advisory Services's DBND Position: Q1 2026 in Review

NWF Advisory Services increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.71% in Q1 2026, buying an estimated $1.9K and bringing the position to 5,780 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #316.

NWF Advisory Services first reported a position in DBND in Q2 2025 and has held it in 4 quarters since. The position peaked at $266K in Q4 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • NWF Advisory Services held 5,780 shares of DoubleLine Opportunistic Bond ETF worth $265K as of Q1 2026.
  • NWF Advisory Services bought 41 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $1.9K.
  • DoubleLine Opportunistic Bond ETF made up 0.03% of NWF Advisory Services's portfolio in Q1 2026, its #316 holding.
  • NWF Advisory Services first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • NWF Advisory Services's DoubleLine Opportunistic Bond ETF position peaked at $266K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.