PIA
Panoramic Investment Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Hold |
12,175
| – | – | 0.35% | 60 |
|
|
2025
Q1 | $562K | Sell |
12,175
-25
| -0.2% | -$1.15K | 0.38% | 60 |
|
|
2024
Q4 | $553K | Hold |
12,200
| – | – | 0.36% | 62 |
|
|
2024
Q3 | $578K | Buy |
+12,200
| New | +$578K | 0.4% | 59 |
|
|
2024
Q1 | $645K | Buy |
14,050
+5,150
| +58% | +$236K | 0.48% | 52 |
|
|
2023
Q4 | $412K | Buy |
+8,900
| New | +$412K | 0.36% | 64 |
|