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ORG Partners’s DoubleLine Mortgage ETF DMBS Stock Holding History

ORG Partners’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
2025
Q1 		– Sell
-1,008
Closed -$48.5K – 1453
2024
Q4 		$48.5K Buy
1,008
+127
+14% +$6.21K 0.01% 556
2024
Q3 		$44.4K Sell
881
-93
-10% -$4.62K 0.01% 535
2024
Q2 		$46.4K Buy
+974
New +$46.7K 0.01% 814
2024
Q1 		– Sell
-936
Closed -$46.3K – 665
2023
Q4 		$46.3K Buy
+936
New +$44.3K 0.01% 533

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

ORG Partners's DMBS Position: Q1 2025 in Review

ORG Partners sold out of DoubleLine Mortgage ETF (DMBS) in Q1 2025, closing a stake of 1,008 shares — an estimated $48.5K sold.

ORG Partners first reported a position in DMBS in Q4 2023 and held it in 4 quarters. The position peaked at $48.5K in Q4 2024. 63 funds tracked by Wall St. Rank hold DMBS as of Q1 2025.

  • ORG Partners reported no remaining DoubleLine Mortgage ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 1,008 DoubleLine Mortgage ETF shares in Q1 2025, an estimated $48.5K.
  • ORG Partners first reported a position in DoubleLine Mortgage ETF in Q4 2023 and held it in 4 quarters.
  • ORG Partners's DoubleLine Mortgage ETF position peaked at $48.5K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.