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
2026 Q2	$564K	Buy	12,378 +812	+7%	+$37.1K	0.28%	46
2026 Q1	$530K	Buy	11,566 +640	+6%	+$29.7K	0.3%	41
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

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

Principia Wealth Advisory's DBND Position: Q2 2026 in Review

Principia Wealth Advisory increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 7% in Q2 2026, buying an estimated $37.1K and bringing the position to 12,378 shares worth $564K. The position accounts for 0.28% of the portfolio, ranked #46.

Principia Wealth Advisory first reported a position in DBND in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Principia Wealth Advisory held 12,378 shares of DoubleLine Opportunistic Bond ETF worth $564K as of Q2 2026.
Principia Wealth Advisory bought 812 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $37.1K.
DoubleLine Opportunistic Bond ETF made up 0.28% of Principia Wealth Advisory's portfolio in Q2 2026, its #46 holding.
Principia Wealth Advisory first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.