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

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return