Sound Income Strategies
DMBS icon

Sound Income Strategies’s DoubleLine Mortgage ETF DMBS Stock Holding History

Sound Income Strategies’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-22,187
Closed -$1.09M – 488
2026
Q2 		$1.09M Buy
22,187
+20,127
+977% +$989K 0.05% 203
2026
Q1 		$101K Buy
+2,060
New +$103K ﹤0.01% 598

Other funds holding DMBS

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sound Income Strategies's DMBS Position: Q3 2026 in Review

Sound Income Strategies sold out of DoubleLine Mortgage ETF (DMBS) in Q3 2026, closing a stake of 22,187 shares — an estimated $1.09M sold.

Sound Income Strategies first reported a position in DMBS in Q1 2026 and held it in 2 quarters. The position peaked at $1.09M in Q2 2026. 15 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

  • Sound Income Strategies reported no remaining DoubleLine Mortgage ETF position as of Q3 2026 after selling out during the quarter.
  • Sound Income Strategies sold 22,187 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $1.09M.
  • Sound Income Strategies first reported a position in DoubleLine Mortgage ETF in Q1 2026 and held it in 2 quarters.
  • Sound Income Strategies's DoubleLine Mortgage ETF position peaked at $1.09M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.