SRS
DMBS icon

Strong Retirement Solutions’s DoubleLine Mortgage ETF DMBS Stock Holding History

Strong Retirement Solutions’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$275K Buy
5,936
+360
+6% +$17.3K 0.15% 79
2026
Q2 		$274K Buy
5,576
+431
+8% +$21.2K 0.16% 73
2026
Q1 		$254K Sell
5,145
-151
-3% -$7.52K 0.18% 71
2025
Q4 		$263K Buy
+5,296
New +$264K 0.18% 77

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return

Strong Retirement Solutions's DMBS Position: Q3 2026 in Review

Strong Retirement Solutions increased its DoubleLine Mortgage ETF (DMBS) stake by 6.5% in Q3 2026, buying an estimated $17.3K and bringing the position to 5,936 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #79.

Strong Retirement Solutions first reported a position in DMBS in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

  • Strong Retirement Solutions held 5,936 shares of DoubleLine Mortgage ETF worth $275K as of Q3 2026.
  • Strong Retirement Solutions bought 360 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $17.3K.
  • DoubleLine Mortgage ETF made up 0.15% of Strong Retirement Solutions's portfolio in Q3 2026, its #79 holding.
  • Strong Retirement Solutions first reported a position in DoubleLine Mortgage ETF in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.