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Tortoise Investment Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-290
Closed -$13.5K – 523
2025
Q3 		$13.5K Hold
290
– – ﹤0.01% 574
2025
Q2 		$13.4K Sell
290
-110
-28% -$5.02K ﹤0.01% 564
2025
Q1 		$18.5K Hold
400
– – ﹤0.01% 517
2024
Q4 		$18.1K Hold
400
– – ﹤0.01% 560
2024
Q3 		$18.9K Hold
400
– – ﹤0.01% 562
2024
Q2 		$18.2K Sell
400
-100
-20% -$4.51K ﹤0.01% 546
2024
Q1 		$22.9K Hold
500
– – ﹤0.01% 491
2023
Q4 		$23.1K Hold
500
– – ﹤0.01% 464
2023
Q3 		$22.1K Buy
+500
New +$22.6K ﹤0.01% 453

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 $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tortoise Investment Management's DBND Position: Q4 2025 in Review

Tortoise Investment Management sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q4 2025, closing a stake of 290 shares — an estimated $13.5K sold.

Tortoise Investment Management first reported a position in DBND in Q3 2023 and held it in 9 quarters. The position peaked at $23.1K in Q4 2023. 90 funds tracked by Wall St. Rank hold DBND as of Q4 2025.

  • Tortoise Investment Management reported no remaining DoubleLine Opportunistic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 290 DoubleLine Opportunistic Bond ETF shares in Q4 2025, an estimated $13.5K.
  • Tortoise Investment Management first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2023 and held it in 9 quarters.
  • Tortoise Investment Management's DoubleLine Opportunistic Bond ETF position peaked at $23.1K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.