Sigma Planning Corp’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Sigma Planning Corp’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	$240K	Sell	5,245 -419	-7%	-$19.4K	0.01%	1147
2025 Q4	$263K	Sell	5,664 -75	-1%	-$3.49K	0.01%	1094
2025 Q3	$267K	Sell	5,739 -143	-2%	-$6.6K	0.01%	1071
2025 Q2	$272K	Buy	5,882 +221	+4%	+$10.1K	0.01%	1028
2025 Q1	$261K	Sell	5,661 -251	-4%	-$11.5K	0.01%	1011
2024 Q4	$268K	Buy	5,912 +363	+7%	+$16.7K	0.01%	976
2024 Q3	$263K	Buy	5,549 +9	+0.2%	+$419	0.01%	1010
2024 Q2	$252K	Buy	5,540 +10	+0.2%	+$451	0.01%	992
2024 Q1	$254K	Buy	+5,530	New	+$253K	0.01%	1031
2023 Q4	–	Sell	-6,422	Closed	-$283K	–	914
2023 Q3	$283K	Buy	+6,422	New	+$291K	0.01%	942

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 $417M AUM 41.98% 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

Sigma Planning Corp's DBND Position: Q1 2026 in Review

Sigma Planning Corp reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 7.4% in Q1 2026, selling an estimated $19.4K and leaving 5,245 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #1147.

Sigma Planning Corp first reported a position in DBND in Q3 2023 and has held it in 10 quarters since. The position peaked at $283K in Q3 2023. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

Sigma Planning Corp held 5,245 shares of DoubleLine Opportunistic Bond ETF worth $240K as of Q1 2026.
Sigma Planning Corp sold 419 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $19.4K.
DoubleLine Opportunistic Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1147 holding.
Sigma Planning Corp first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2023 and has held it in 10 quarters since.
Sigma Planning Corp's DoubleLine Opportunistic Bond ETF position peaked at $283K in Q3 2023.
100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.