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Root Financial Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Root Financial 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
Q1 		$23K Sell
501
-1,098
-69% -$50.9K ﹤0.01% 1241
2025
Q4 		$74.1K Buy
+1,599
New +$74.4K ﹤0.01% 575

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 $1.37B AUM 32.12% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Root Financial Partners's DBND Position: Q1 2026 in Review

Root Financial Partners reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 69% in Q1 2026, selling an estimated $50.9K and leaving 501 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Root Financial Partners first reported a position in DBND in Q4 2025 and has held it in 2 quarters since. The position peaked at $74.1K in Q4 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Root Financial Partners held 501 shares of DoubleLine Opportunistic Bond ETF worth $23K as of Q1 2026.
  • Root Financial Partners sold 1,098 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $50.9K.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1241 holding.
  • Root Financial Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's DoubleLine Opportunistic Bond ETF position peaked at $74.1K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.