Sugarloaf Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$3.01M	Buy	62,531 +2,722	+5%	+$133K	0.57%	33
2024 Q3	$3.01M	Sell	59,809 -2,447	-4%	-$121K	0.57%	32
2024 Q2	$3M	Buy	62,256 +3,024	+5%	+$145K	0.61%	32
2024 Q1	$2.88M	Buy	59,232 +11,171	+23%	+$544K	0.6%	33
2023 Q4	$2.38M	Buy	48,061 +11,790	+33%	+$558K	0.57%	33
2023 Q3	$1.71M	Buy	36,271 +1,481	+4%	+$71.7K	0.43%	38
2023 Q2	$1.72M	Buy	+34,790	New	+$1.73M	0.4%	36

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Sugarloaf Wealth Management's DMBS Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its DoubleLine Mortgage ETF (DMBS) stake by 4.6% in Q4 2024, buying an estimated $133K and bringing the position to 62,531 shares worth $3.01M. The position accounts for 0.57% of the portfolio, ranked #33.

Sugarloaf Wealth Management first reported a position in DMBS in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.01M in Q3 2024. 57 funds tracked by Wall St. Rank hold DMBS as of Q4 2024.

Sugarloaf Wealth Management held 62,531 shares of DoubleLine Mortgage ETF worth $3.01M as of Q4 2024.
Sugarloaf Wealth Management bought 2,722 DoubleLine Mortgage ETF shares in Q4 2024, an estimated $133K.
DoubleLine Mortgage ETF made up 0.57% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #33 holding.
Sugarloaf Wealth Management first reported a position in DoubleLine Mortgage ETF in Q2 2023 and has held it in 7 quarters since.
Sugarloaf Wealth Management's DoubleLine Mortgage ETF position peaked at $3.01M in Q3 2024.
57 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.