Shelton Capital Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Shelton Capital Management’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	$927K	Buy	+20,242	New	+$938K	0.02%	275

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $347M AUM 25.13% 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

Shelton Capital Management's DBND Position: Q1 2026 in Review

Shelton Capital Management opened a new position in DoubleLine Opportunistic Bond ETF (DBND) in Q1 2026: 20,242 shares worth $927K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings.

100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

Shelton Capital Management held 20,242 shares of DoubleLine Opportunistic Bond ETF worth $927K as of Q1 2026.
DoubleLine Opportunistic Bond ETF was a new Shelton Capital Management position in Q1 2026.
DoubleLine Opportunistic Bond ETF made up 0.02% of Shelton Capital Management's portfolio in Q1 2026, its #275 holding.
100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.