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 Q3	$247K	Buy	5,687 +214	+4%	+$9.6K	0.01%	1143
2026 Q2	$250K	Buy	5,473 +228	+4%	+$10.4K	0.01%	1210
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

SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Sigma Planning Corp's DBND Position: Q3 2026 in Review

Sigma Planning Corp increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 3.9% in Q3 2026, buying an estimated $9.6K and bringing the position to 5,687 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #1143.

Sigma Planning Corp first reported a position in DBND in Q3 2023 and has held it in 12 quarters since. The position peaked at $283K in Q3 2023. 49 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

Sigma Planning Corp held 5,687 shares of DoubleLine Opportunistic Bond ETF worth $247K as of Q3 2026.
Sigma Planning Corp bought 214 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $9.6K.
DoubleLine Opportunistic Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1143 holding.
Sigma Planning Corp first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2023 and has held it in 12 quarters since.
Sigma Planning Corp's DoubleLine Opportunistic Bond ETF position peaked at $283K in Q3 2023.
49 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.