SageView Advisory Group’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

SageView Advisory 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
2025 Q4	$1.76K	Buy	+38	New	+$1.77K	﹤0.01%	2271

Other funds holding DBND

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SageView Advisory Group's DBND Position: Q4 2025 in Review

SageView Advisory Group opened a new position in DoubleLine Opportunistic Bond ETF (DBND) in Q4 2025: 38 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #2271 among its holdings.

90 funds tracked by Wall St. Rank hold DBND as of Q4 2025.

SageView Advisory Group held 38 shares of DoubleLine Opportunistic Bond ETF worth $1.76K as of Q4 2025.
DoubleLine Opportunistic Bond ETF was a new SageView Advisory Group position in Q4 2025.
DoubleLine Opportunistic Bond ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2271 holding.
90 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.