Panoramic Investment Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Panoramic Investment Advisors’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
2026 Q1	$860K	Buy	18,775 +3,650	+24%	+$169K	0.47%	54
2025 Q4	$701K	Buy	15,125 +2,950	+24%	+$137K	0.38%	56
2025 Q3	$567K	Hold	12,175	–	–	0.32%	62
2025 Q2	$563K	Hold	12,175	–	–	0.35%	60
2025 Q1	$562K	Sell	12,175 -25	-0.2%	-$1.14K	0.38%	60
2024 Q4	$553K	Hold	12,200	–	–	0.36%	62
2024 Q3	$578K	Buy	+12,200	New	+$568K	0.4%	59
2024 Q1	$645K	Buy	14,050 +5,150	+58%	+$236K	0.48%	52
2023 Q4	$412K	Buy	+8,900	New	+$396K	0.36%	64

Other funds holding DBND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Panoramic Investment Advisors's DBND Position: Q1 2026 in Review

Panoramic Investment Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 24% in Q1 2026, buying an estimated $169K and bringing the position to 18,775 shares worth $860K. The position accounts for 0.47% of the portfolio, ranked #54.

Panoramic Investment Advisors first reported a position in DBND in Q4 2023 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

Panoramic Investment Advisors held 18,775 shares of DoubleLine Opportunistic Bond ETF worth $860K as of Q1 2026.
Panoramic Investment Advisors bought 3,650 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $169K.
DoubleLine Opportunistic Bond ETF made up 0.47% of Panoramic Investment Advisors's portfolio in Q1 2026, its #54 holding.
Panoramic Investment Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2023 and has held it in 9 quarters since.
100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.