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Stonehearth Capital Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Stonehearth Capital 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
Q2 		$402K Buy
8,812
+315
+4% +$14.4K 0.14% 52
2026
Q1 		$389K Buy
8,497
+455
+6% +$21.1K 0.15% 50
2025
Q4 		$373K Buy
8,042
+702
+10% +$32.7K 0.14% 53
2025
Q3 		$342K Sell
7,340
-233
-3% -$10.8K 0.13% 59
2025
Q2 		$350K Buy
7,573
+99
+1% +$4.52K 0.15% 53
2025
Q1 		$345K Buy
7,474
+1,282
+21% +$58.6K 0.14% 50
2024
Q4 		$280K Sell
6,192
-79
-1% -$3.63K 0.11% 62
2024
Q3 		$297K Buy
6,271
+140
+2% +$6.52K 0.12% 57
2024
Q2 		$278K Buy
6,131
+177
+3% +$7.99K 0.12% 56
2024
Q1 		$273K Buy
5,954
+312
+6% +$14.3K 0.12% 59
2023
Q4 		$261K Buy
5,642
+434
+8% +$19.3K 0.13% 61
2023
Q3 		$230K Buy
5,208
+1
+0% +$45 0.13% 61
2023
Q2 		$240K Sell
5,207
-107
-2% -$4.96K 0.13% 63
2023
Q1 		$248K Buy
5,314
+579
+12% +$26.9K 0.13% 57
2022
Q4 		$215K Sell
4,735
-1,696
-26% -$77.3K 0.12% 63
2022
Q3 		$294K Buy
+6,431
New +$307K 0.18% 45

Other funds holding DBND

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $786B AUM 40.34% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stonehearth Capital Management's DBND Position: Q2 2026 in Review

Stonehearth Capital Management increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 3.7% in Q2 2026, buying an estimated $14.4K and bringing the position to 8,812 shares worth $402K. The position accounts for 0.14% of the portfolio, ranked #52.

Stonehearth Capital Management first reported a position in DBND in Q3 2022 and has held it in 16 quarters since. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Stonehearth Capital Management held 8,812 shares of DoubleLine Opportunistic Bond ETF worth $402K as of Q2 2026.
  • Stonehearth Capital Management bought 315 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $14.4K.
  • DoubleLine Opportunistic Bond ETF made up 0.14% of Stonehearth Capital Management's portfolio in Q2 2026, its #52 holding.
  • Stonehearth Capital Management first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.