SAG
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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
2026
Q1 		– Sell
-38
Closed -$1.76K – 1040
2025
Q4 		$1.76K Buy
+38
New +$1.77K ﹤0.01% 2271

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 $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 $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

SageView Advisory Group's DBND Position: Q1 2026 in Review

SageView Advisory Group sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q1 2026, closing a stake of 38 shares — an estimated $1.76K sold.

SageView Advisory Group first reported a position in DBND in Q4 2025 and held it in 1 quarter. The position peaked at $1.76K in Q4 2025. 101 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • SageView Advisory Group reported no remaining DoubleLine Opportunistic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 38 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $1.76K.
  • SageView Advisory Group first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's DoubleLine Opportunistic Bond ETF position peaked at $1.76K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.