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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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
AIM
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.