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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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Strategic Wealth Partners's DBND Position: Q1 2026 in Review

Strategic Wealth Partners held its DoubleLine Opportunistic Bond ETF (DBND) position steady in Q1 2026 at 8,980 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #217.

Strategic Wealth Partners first reported a position in DBND in Q4 2024 and has held it in 5 quarters since. The position peaked at $418K in Q3 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Strategic Wealth Partners held 8,980 shares of DoubleLine Opportunistic Bond ETF worth $411K as of Q1 2026.
  • Strategic Wealth Partners left its DoubleLine Opportunistic Bond ETF share count unchanged in Q1 2026.
  • DoubleLine Opportunistic Bond ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #217 holding.
  • Strategic Wealth Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Strategic Wealth Partners's DoubleLine Opportunistic Bond ETF position peaked at $418K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.