Premier Path Wealth Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Premier Path Wealth Partners’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 Q3	$7.51M	Buy	172,666 +49,717	+40%	+$2.23M	0.88%	21
2026 Q2	$5.61M	Buy	122,949 +9,267	+8%	+$423K	0.64%	36
2026 Q1	$5.21M	Sell	113,682 -20,209	-15%	-$936K	0.68%	36
2025 Q4	$6.21M	Sell	133,891 -10,147	-7%	-$472K	0.8%	31
2025 Q3	$6.7M	Buy	144,038 +8,200	+6%	+$379K	0.86%	28
2025 Q2	$6.28M	Buy	135,838 +5,525	+4%	+$252K	0.87%	25
2025 Q1	$6.02M	Buy	130,313 +10,738	+9%	+$491K	0.94%	24
2024 Q4	$5.42M	Buy	119,575 +6,836	+6%	+$314K	0.83%	29
2024 Q3	$5.34M	Buy	112,739 +8,378	+8%	+$390K	0.84%	28
2024 Q2	$4.74M	Buy	104,361 +51,321	+97%	+$2.32M	0.81%	27
2024 Q1	$2.82M	Buy	+53,040	New	+$2.43M	0.53%	38

Other funds holding DBND

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

SWM

Shrier Wealth Management Los Angeles, California $298M AUM 16.52% 1-Year Est. Return

GHA

Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Premier Path Wealth Partners's DBND Position: Q3 2026 in Review

Premier Path Wealth Partners increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 40% in Q3 2026, buying an estimated $2.23M and bringing the position to 172,666 shares worth $7.51M. The position accounts for 0.88% of the portfolio, ranked #21.

Premier Path Wealth Partners first reported a position in DBND in Q1 2024 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

Premier Path Wealth Partners held 172,666 shares of DoubleLine Opportunistic Bond ETF worth $7.51M as of Q3 2026.
Premier Path Wealth Partners bought 49,717 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $2.23M.
DoubleLine Opportunistic Bond ETF made up 0.88% of Premier Path Wealth Partners's portfolio in Q3 2026, its #21 holding.
Premier Path Wealth Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2024 and has held it in 11 quarters since.
16 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.