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Private Advisor Group’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Private Advisor Group’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
Q1 		$1.35M Sell
29,364
-60
-0.2% -$2.78K 0.01% 1240
2025
Q4 		$1.36M Buy
29,424
+1,069
+4% +$49.7K 0.01% 1230
2025
Q3 		$1.32M Buy
28,355
+2,333
+9% +$108K 0.01% 1215
2025
Q2 		$1.2M Buy
26,022
+2,127
+9% +$97.1K 0.01% 1205
2025
Q1 		$1.1M Buy
+23,895
New +$1.09M 0.01% 1193

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 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 $405M AUM 24.12% 1-Year Est. Return

Private Advisor Group's DBND Position: Q1 2026 in Review

Private Advisor Group reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.2% in Q1 2026, selling an estimated $2.78K and leaving 29,364 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #1240.

Private Advisor Group first reported a position in DBND in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q4 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Private Advisor Group held 29,364 shares of DoubleLine Opportunistic Bond ETF worth $1.35M as of Q1 2026.
  • Private Advisor Group sold 60 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $2.78K.
  • DoubleLine Opportunistic Bond ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1240 holding.
  • Private Advisor Group first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Private Advisor Group's DoubleLine Opportunistic Bond ETF position peaked at $1.36M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.