PWA
DBND icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$444K Buy
9,600
+985
+11% +$45.5K 0.38% 30
2025
Q1 		$392K Sell
8,615
-18
-0.2% -$818 0.38% 27
2024
Q4 		$391K Buy
+8,633
New +$391K 0.37% 29