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Oregon Pacific Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Oregon Pacific Wealth Management’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 		$3.8M Buy
76,988
+51,648
+204% +$2.57M 3.97% 6
2025
Q4 		$1.26M Sell
25,340
-34,834
-58% -$1.73M 1.3% 13
2025
Q3 		$2.99M Buy
+60,174
New +$2.96M 2.58% 8

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 $4.62B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B 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

Oregon Pacific Wealth Management's DMBS Position: Q1 2026 in Review

Oregon Pacific Wealth Management increased its DoubleLine Mortgage ETF (DMBS) stake by 204% in Q1 2026, buying an estimated $2.57M and bringing the position to 76,988 shares worth $3.8M. The position accounts for 3.97% of the portfolio, ranked #6.

Oregon Pacific Wealth Management first reported a position in DMBS in Q3 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Oregon Pacific Wealth Management held 76,988 shares of DoubleLine Mortgage ETF worth $3.8M as of Q1 2026.
  • Oregon Pacific Wealth Management bought 51,648 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $2.57M.
  • DoubleLine Mortgage ETF made up 3.97% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Oregon Pacific Wealth Management first reported a position in DoubleLine Mortgage ETF in Q3 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.