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Strategic Family Wealth Counselors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Strategic Family Wealth Counselors’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 		$550K Buy
+12,071
New +$551K 0.13% 99

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

Strategic Family Wealth Counselors's DBND Position: Q2 2026 in Review

Strategic Family Wealth Counselors opened a new position in DoubleLine Opportunistic Bond ETF (DBND) in Q2 2026: 12,071 shares worth $550K. The stake represents 0.13% of the portfolio and ranks #99 among its holdings.

101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

  • Strategic Family Wealth Counselors held 12,071 shares of DoubleLine Opportunistic Bond ETF worth $550K as of Q2 2026.
  • DoubleLine Opportunistic Bond ETF was a new Strategic Family Wealth Counselors position in Q2 2026.
  • DoubleLine Opportunistic Bond ETF made up 0.13% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #99 holding.
  • 101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.