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SeaBridge Investment Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

SeaBridge Investment Advisors’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
2025
Q3 		– Sell
-79,657
Closed -$3.91M – 207
2025
Q2 		$3.91M Buy
79,657
+13,425
+20% +$651K 0.73% 43
2025
Q1 		$3.25M Buy
66,232
+39,342
+146% +$1.91M 0.7% 41
2024
Q4 		$1.29M Buy
26,890
+331
+1% +$16.2K 0.27% 96
2024
Q3 		$1.34M Buy
26,559
+5,166
+24% +$256K 0.33% 85
2024
Q2 		$1.03M Buy
21,393
+2,391
+13% +$115K 0.27% 94
2024
Q1 		$925K Buy
19,002
+810
+4% +$39.4K 0.24% 101
2023
Q4 		$900K Sell
18,192
-102
-0.6% -$4.83K 0.26% 98
2023
Q3 		$860K Buy
+18,294
New +$885K 0.28% 97

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

SeaBridge Investment Advisors's DMBS Position: Q3 2025 in Review

SeaBridge Investment Advisors sold out of DoubleLine Mortgage ETF (DMBS) in Q3 2025, closing a stake of 79,657 shares — an estimated $3.91M sold.

SeaBridge Investment Advisors first reported a position in DMBS in Q3 2023 and held it in 8 quarters. The position peaked at $3.91M in Q2 2025. 67 funds tracked by Wall St. Rank hold DMBS as of Q3 2025.

  • SeaBridge Investment Advisors reported no remaining DoubleLine Mortgage ETF position as of Q3 2025 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 79,657 DoubleLine Mortgage ETF shares in Q3 2025, an estimated $3.91M.
  • SeaBridge Investment Advisors first reported a position in DoubleLine Mortgage ETF in Q3 2023 and held it in 8 quarters.
  • SeaBridge Investment Advisors's DoubleLine Mortgage ETF position peaked at $3.91M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2025.

Based on SeaBridge Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.