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Steward Partners Investment Advisory’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Steward Partners Investment Advisory’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 		$22.9K Sell
500
-2,200
-81% -$102K ﹤0.01% 3164
2025
Q4 		$125K Hold
2,700
– – ﹤0.01% 2169
2025
Q3 		$126K Buy
2,700
+2,200
+440% +$102K ﹤0.01% 2098
2025
Q2 		$23.1K Hold
500
– – ﹤0.01% 2857
2025
Q1 		$23.1K Buy
+500
New +$22.8K ﹤0.01% 2742

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 $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Steward Partners Investment Advisory's DBND Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 81% in Q1 2026, selling an estimated $102K and leaving 500 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Steward Partners Investment Advisory first reported a position in DBND in Q1 2025 and has held it in 5 quarters since. The position peaked at $126K in Q3 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Steward Partners Investment Advisory held 500 shares of DoubleLine Opportunistic Bond ETF worth $22.9K as of Q1 2026.
  • Steward Partners Investment Advisory sold 2,200 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $102K.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3164 holding.
  • Steward Partners Investment Advisory first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's DoubleLine Opportunistic Bond ETF position peaked at $126K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.