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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
Q2 		– Sell
-501
Closed -$23K – 1088
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

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Raymond James Financial
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Root Financial Partners's DBND Position: Q2 2026 in Review

Root Financial Partners sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q2 2026, closing a stake of 501 shares — an estimated $23K sold.

Root Financial Partners first reported a position in DBND in Q4 2025 and held it in 2 quarters. The position peaked at $74.1K in Q4 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Root Financial Partners reported no remaining DoubleLine Opportunistic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 501 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $23K.
  • Root Financial Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2025 and held it in 2 quarters.
  • 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 Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.