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 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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIG

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

BFWA

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Premier Path Wealth Partners's DBND Position: Q2 2026 in Review

Premier Path Wealth Partners increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 8.2% in Q2 2026, buying an estimated $423K and bringing the position to 122,949 shares worth $5.61M. The position accounts for 0.64% of the portfolio, ranked #36.

Premier Path Wealth Partners first reported a position in DBND in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.7M in Q3 2025. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Premier Path Wealth Partners held 122,949 shares of DoubleLine Opportunistic Bond ETF worth $5.61M as of Q2 2026.
Premier Path Wealth Partners bought 9,267 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $423K.
DoubleLine Opportunistic Bond ETF made up 0.64% of Premier Path Wealth Partners's portfolio in Q2 2026, its #36 holding.
Premier Path Wealth Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Premier Path Wealth Partners's DoubleLine Opportunistic Bond ETF position peaked at $6.7M in Q3 2025.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.