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

Strategic Wealth Partners’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	$409K	Hold	8,980	–	–	0.03%	219
2026 Q1	$411K	Hold	8,980	–	–	0.03%	217
2025 Q4	$416K	Hold	8,980	–	–	0.03%	226
2025 Q3	$418K	Hold	8,980	–	–	0.03%	248
2025 Q2	$415K	Buy	+8,980	New	+$410K	0.03%	235
2024 Q4	$409K	Buy	+8,980	New	+$413K	0.03%	227

Other funds holding DBND

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Strategic Wealth Partners's DBND Position: Q2 2026 in Review

Strategic Wealth Partners held its DoubleLine Opportunistic Bond ETF (DBND) position steady in Q2 2026 at 8,980 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #219.

Strategic Wealth Partners first reported a position in DBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $418K in Q3 2025. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Strategic Wealth Partners held 8,980 shares of DoubleLine Opportunistic Bond ETF worth $409K as of Q2 2026.
Strategic Wealth Partners left its DoubleLine Opportunistic Bond ETF share count unchanged in Q2 2026.
DoubleLine Opportunistic Bond ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #219 holding.
Strategic Wealth Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2024 and has held it in 6 quarters since.
Strategic Wealth Partners's DoubleLine Opportunistic Bond ETF position peaked at $418K in Q3 2025.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.