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SageView Advisory Group’s DoubleLine Mortgage ETF DMBS Stock Holding History

SageView Advisory Group’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$49.7K – 1070
2025
Q4 		$49.7K Buy
+1,000
New +$49.8K ﹤0.01% 1084

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

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

SageView Advisory Group sold out of DoubleLine Mortgage ETF (DMBS) in Q1 2026, closing a stake of 1,000 shares — an estimated $49.7K sold.

SageView Advisory Group first reported a position in DMBS in Q4 2025 and held it in 1 quarter. The position peaked at $49.7K in Q4 2025. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • SageView Advisory Group reported no remaining DoubleLine Mortgage ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,000 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $49.7K.
  • SageView Advisory Group first reported a position in DoubleLine Mortgage ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's DoubleLine Mortgage ETF position peaked at $49.7K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

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