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Smartleaf Asset Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Smartleaf Asset 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 		$1.34M Buy
29,364
+6
+0% +$278 0.05% 340
2025
Q4 		$1.36M Buy
29,358
+1,003
+4% +$46.7K 0.05% 311
2025
Q3 		$1.32M Buy
28,355
+2,333
+9% +$108K 0.08% 263
2025
Q2 		$1.2M Buy
26,022
+2,127
+9% +$97.1K 0.11% 216
2025
Q1 		$1.1M Buy
+23,895
New +$1.09M 0.11% 213

Other funds holding DBND

Carson Wealth (CWM LLC)
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Smartleaf Asset Management's DBND Position: Q1 2026 in Review

Smartleaf Asset Management increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.02% in Q1 2026, buying an estimated $278 and bringing the position to 29,364 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #340.

Smartleaf Asset Management first reported a position in DBND in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q4 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Smartleaf Asset Management held 29,364 shares of DoubleLine Opportunistic Bond ETF worth $1.34M as of Q1 2026.
  • Smartleaf Asset Management bought 6 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $278.
  • DoubleLine Opportunistic Bond ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #340 holding.
  • Smartleaf Asset Management first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's DoubleLine Opportunistic Bond ETF position peaked at $1.36M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

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