Stewardship Advisors
DBND icon

Stewardship Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Stewardship Advisors’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 		$360K Buy
8,280
+7
+0.1% +$313 0.08% 119
2026
Q2 		$377K Sell
8,273
-31
-0.4% -$1.42K 0.08% 119
2026
Q1 		$380K Buy
8,304
+570
+7% +$26.4K 0.09% 106
2025
Q4 		$359K Buy
7,734
+1,074
+16% +$50K 0.08% 105
2025
Q3 		$310K Buy
6,660
+1,214
+22% +$56K 0.07% 112
2025
Q2 		$252K Hold
5,446
– – 0.06% 123
2025
Q1 		$251K Sell
5,446
-9,615
-64% -$439K 0.07% 124
2024
Q4 		$682K Sell
15,061
-1,129
-7% -$51.9K 0.19% 69
2024
Q3 		$767K Sell
16,190
-5,097
-24% -$237K 0.22% 56
2024
Q2 		$966K Sell
21,287
-21,646
-50% -$977K 0.32% 45
2024
Q1 		$1.97M Sell
42,933
-223,928
-84% -$10.3M 0.67% 34
2023
Q4 		$12.3M Sell
266,861
-7,516
-3% -$334K 4.45% 9
2023
Q3 		$12.1M Buy
274,377
+110,905
+68% +$5.02M 4.73% 7
2023
Q2 		$7.55M Buy
163,472
+5,998
+4% +$278K 2.84% 15
2023
Q1 		$7.35M Buy
157,474
+150,582
+2,185% +$6.99M 2.83% 14
2022
Q4 		$313K Buy
+6,892
New +$314K 0.13% 44

Other funds holding DBND

SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Elyxium Wealth
Elyxium Wealth San Mateo, California $989M AUM 34.28% 1-Year Est. Return
Cornerstone Wealth Group
Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Stewardship Advisors's DBND Position: Q3 2026 in Review

Stewardship Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.08% in Q3 2026, buying an estimated $313 and bringing the position to 8,280 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #119.

Stewardship Advisors first reported a position in DBND in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.3M in Q4 2023. 35 funds tracked by Wall St. Rank hold DBND as of Q3 2026.

  • Stewardship Advisors held 8,280 shares of DoubleLine Opportunistic Bond ETF worth $360K as of Q3 2026.
  • Stewardship Advisors bought 7 DoubleLine Opportunistic Bond ETF shares in Q3 2026, an estimated $313.
  • DoubleLine Opportunistic Bond ETF made up 0.08% of Stewardship Advisors's portfolio in Q3 2026, its #119 holding.
  • Stewardship Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Stewardship Advisors's DoubleLine Opportunistic Bond ETF position peaked at $12.3M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.