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Shrier Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Shrier Wealth 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
Q2 		$919K Buy
20,156
+2,084
+12% +$95.1K 0.31% 66
2026
Q1 		$828K Buy
18,072
+5,631
+45% +$261K 0.3% 69
2025
Q4 		$577K Buy
+12,441
New +$579K 0.23% 79

Other funds holding DBND

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
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Shrier Wealth Management's DBND Position: Q2 2026 in Review

Shrier Wealth Management increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 12% in Q2 2026, buying an estimated $95.1K and bringing the position to 20,156 shares worth $919K. The position accounts for 0.31% of the portfolio, ranked #66.

Shrier Wealth Management first reported a position in DBND in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Shrier Wealth Management held 20,156 shares of DoubleLine Opportunistic Bond ETF worth $919K as of Q2 2026.
  • Shrier Wealth Management bought 2,084 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $95.1K.
  • DoubleLine Opportunistic Bond ETF made up 0.31% of Shrier Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Shrier Wealth Management first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.