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Pettinga Financial Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Pettinga Financial 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
Q2 		$1.65M Buy
36,215
+11,100
+44% +$506K 0.26% 56
2026
Q1 		$1.15M Buy
+25,115
New +$1.16M 0.22% 64
2024
Q1 		– Sell
-12,215
Closed -$565K – 122
2023
Q4 		$565K Buy
+12,215
New +$543K 0.15% 73

Other funds holding DBND

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
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Pettinga Financial Advisors's DBND Position: Q2 2026 in Review

Pettinga Financial Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 44% in Q2 2026, buying an estimated $506K and bringing the position to 36,215 shares worth $1.65M. The position accounts for 0.26% of the portfolio, ranked #56.

Pettinga Financial Advisors first reported a position in DBND in Q4 2023 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Pettinga Financial Advisors held 36,215 shares of DoubleLine Opportunistic Bond ETF worth $1.65M as of Q2 2026.
  • Pettinga Financial Advisors bought 11,100 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $506K.
  • DoubleLine Opportunistic Bond ETF made up 0.26% of Pettinga Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Pettinga Financial Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.