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Stratos Wealth Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Stratos Wealth Advisors’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 		$9.49M Buy
207,064
+28,109
+16% +$1.3M 0.58% 44
2025
Q4 		$8.3M Buy
178,955
+43,245
+32% +$2.01M 0.4% 65
2025
Q3 		$6.31M Buy
135,710
+26,141
+24% +$1.21M 0.3% 88
2025
Q2 		$5.07M Buy
109,569
+56,883
+108% +$2.6M 0.27% 95
2025
Q1 		$2.43M Buy
+52,686
New +$2.41M 0.13% 148

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 $417M AUM 41.98% 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

Stratos Wealth Advisors's DBND Position: Q1 2026 in Review

Stratos Wealth Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 16% in Q1 2026, buying an estimated $1.3M and bringing the position to 207,064 shares worth $9.49M. The position accounts for 0.58% of the portfolio, ranked #44.

Stratos Wealth Advisors first reported a position in DBND in Q1 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Stratos Wealth Advisors held 207,064 shares of DoubleLine Opportunistic Bond ETF worth $9.49M as of Q1 2026.
  • Stratos Wealth Advisors bought 28,109 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $1.3M.
  • DoubleLine Opportunistic Bond ETF made up 0.58% of Stratos Wealth Advisors's portfolio in Q1 2026, its #44 holding.
  • Stratos Wealth Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.