Paladin Wealth’s DoubleLine Mortgage ETF DMBS Stock Holding History

Paladin Wealth’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 Q2	$6.16M	Buy	125,458 +16,220	+15%	+$797K	3.58%	2
2026 Q1	$5.39M	Buy	109,238 +11,170	+11%	+$556K	3.71%	2
2025 Q4	$4.87M	Buy	98,068 +9,806	+11%	+$488K	3.32%	2
2025 Q3	$4.38M	Buy	88,262 +22,761	+35%	+$1.12M	3.18%	2
2025 Q2	$3.21M	Buy	65,501 +7,599	+13%	+$368K	2.5%	6
2025 Q1	$2.84M	Sell	57,902 -7,208	-11%	-$349K	2.55%	6
2024 Q4	$3.13M	Buy	65,110 +37,793	+138%	+$1.85M	2.71%	5
2024 Q3	$1.38M	Buy	+27,317	New	+$1.36M	1.2%	24

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

LRWM

Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

Paladin Wealth's DMBS Position: Q2 2026 in Review

Paladin Wealth increased its DoubleLine Mortgage ETF (DMBS) stake by 15% in Q2 2026, buying an estimated $797K and bringing the position to 125,458 shares worth $6.16M. The position accounts for 3.58% of the portfolio, ranked #2.

Paladin Wealth first reported a position in DMBS in Q3 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Paladin Wealth held 125,458 shares of DoubleLine Mortgage ETF worth $6.16M as of Q2 2026.
Paladin Wealth bought 16,220 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $797K.
DoubleLine Mortgage ETF made up 3.58% of Paladin Wealth's portfolio in Q2 2026, its #2 holding.
Paladin Wealth first reported a position in DoubleLine Mortgage ETF in Q3 2024 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.