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Tidal Investments’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Tidal Investments’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
2024
Q4 		– Sell
-9,778
Closed -$463K – 1876
2024
Q3 		$463K Buy
9,778
+69
+0.7% +$3.21K ﹤0.01% 1420
2024
Q2 		$441K Buy
9,709
+37
+0.4% +$1.67K 0.01% 1354
2024
Q1 		$444K Sell
9,672
-892
-8% -$40.8K 0.01% 1234
2023
Q4 		$489K Sell
10,564
-2,569
-20% -$114K 0.01% 948
2023
Q3 		$579K Hold
13,133
– – 0.02% 768
2023
Q2 		$606K Sell
13,133
-49
-0.4% -$2.27K 0.02% 731
2023
Q1 		$616K Buy
+13,182
New +$612K 0.02% 673

Other funds holding DBND

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Tidal Investments's DBND Position: Q4 2024 in Review

Tidal Investments sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q4 2024, closing a stake of 9,778 shares — an estimated $463K sold.

Tidal Investments first reported a position in DBND in Q1 2023 and held it in 7 quarters. The position peaked at $616K in Q1 2023. 67 funds tracked by Wall St. Rank hold DBND as of Q4 2024.

  • Tidal Investments reported no remaining DoubleLine Opportunistic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Tidal Investments sold 9,778 DoubleLine Opportunistic Bond ETF shares in Q4 2024, an estimated $463K.
  • Tidal Investments first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2023 and held it in 7 quarters.
  • Tidal Investments's DoubleLine Opportunistic Bond ETF position peaked at $616K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q4 2024.

Based on Tidal Investments's 13F filing for Q4 2024, filed 14 Feb 2025.