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Principia Wealth Advisory’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$507K Buy
10,926
+542
+5% +$25.2K 0.32% 44
2025
Q3 		$483K Buy
10,384
+784
+8% +$36.2K 0.33% 41
2025
Q2 		$444K Buy
9,600
+985
+11% +$45K 0.38% 30
2025
Q1 		$392K Sell
8,615
-18
-0.2% -$823 0.38% 27
2024
Q4 		$391K Buy
+8,633
New +$397K 0.37% 29

Other funds holding DBND

Carson Wealth (CWM LLC)
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $361M AUM 19.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principia Wealth Advisory's DBND Position: Q4 2025 in Review

Principia Wealth Advisory increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 5.2% in Q4 2025, buying an estimated $25.2K and bringing the position to 10,926 shares worth $507K. The position accounts for 0.32% of the portfolio, ranked #44.

Principia Wealth Advisory first reported a position in DBND in Q4 2024 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold DBND as of Q4 2025.

  • Principia Wealth Advisory held 10,926 shares of DoubleLine Opportunistic Bond ETF worth $507K as of Q4 2025.
  • Principia Wealth Advisory bought 542 DoubleLine Opportunistic Bond ETF shares in Q4 2025, an estimated $25.2K.
  • DoubleLine Opportunistic Bond ETF made up 0.32% of Principia Wealth Advisory's portfolio in Q4 2025, its #44 holding.
  • Principia Wealth Advisory first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.