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ORG Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

ORG Partners’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
2024
Q1 		– Sell
-1,010
Closed -$46.7K – 646
2023
Q4 		$46.7K Sell
1,010
-3,467
-77% -$154K 0.01% 529
2023
Q3 		$198K Buy
+4,477
New +$203K 0.06% 285

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's DBND Position: Q1 2024 in Review

ORG Partners sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q1 2024, closing a stake of 1,010 shares — an estimated $46.7K sold.

ORG Partners first reported a position in DBND in Q3 2023 and held it in 2 quarters. The position peaked at $198K in Q3 2023. 53 funds tracked by Wall St. Rank hold DBND as of Q1 2024.

  • ORG Partners reported no remaining DoubleLine Opportunistic Bond ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 1,010 DoubleLine Opportunistic Bond ETF shares in Q1 2024, an estimated $46.7K.
  • ORG Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2023 and held it in 2 quarters.
  • ORG Partners's DoubleLine Opportunistic Bond ETF position peaked at $198K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.