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 Q3	$3.76M	Buy	81,176 +4,540	+6%	+$218K	3.48%	6
2026 Q2	$3.76M	Sell	76,636 -352	-0.5%	-$17.3K	3.53%	7
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $518M AUM 8.97% 1-Year Est. Return

TPG Financial Advisors Portland, Oregon $340M AUM 6.7% 1-Year Est. Return

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $197M AUM 11.28% 1-Year Est. Return

Oregon Pacific Wealth Management's DMBS Position: Q3 2026 in Review

Oregon Pacific Wealth Management increased its DoubleLine Mortgage ETF (DMBS) stake by 5.9% in Q3 2026, buying an estimated $218K and bringing the position to 81,176 shares worth $3.76M. The position accounts for 3.48% of the portfolio, ranked #6.

Oregon Pacific Wealth Management first reported a position in DMBS in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.8M in Q1 2026. 66 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

Oregon Pacific Wealth Management held 81,176 shares of DoubleLine Mortgage ETF worth $3.76M as of Q3 2026.
Oregon Pacific Wealth Management bought 4,540 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $218K.
DoubleLine Mortgage ETF made up 3.48% of Oregon Pacific Wealth Management's portfolio in Q3 2026, its #6 holding.
Oregon Pacific Wealth Management first reported a position in DoubleLine Mortgage ETF in Q3 2025 and has held it in 5 quarters since.
Oregon Pacific Wealth Management's DoubleLine Mortgage ETF position peaked at $3.8M in Q1 2026.
66 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.