PPW
DBND icon

Pasadena Private Wealth’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Pasadena Private Wealth’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
Q2 		– Sell
-5,168
Closed -$237K – 154
2024
Q1 		$237K Sell
5,168
-593
-10% -$27.1K 0.05% 126
2023
Q4 		$266K Buy
+5,761
New +$256K 0.07% 119

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WC
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OCM
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CCA
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WA
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UBS Group
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