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Triad Wealth Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Triad Wealth Partners’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
-4,622
Closed -$215K – 464
2025
Q3 		$215K Buy
+4,622
New +$213K 0.03% 357

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BIG
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UBS Group
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WC
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BFWA
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Triad Wealth Partners's DBND Position: Q4 2025 in Review

Triad Wealth Partners sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q4 2025, closing a stake of 4,622 shares — an estimated $215K sold.

Triad Wealth Partners first reported a position in DBND in Q3 2025 and held it in 1 quarter. The position peaked at $215K in Q3 2025. 90 funds tracked by Wall St. Rank hold DBND as of Q4 2025.

  • Triad Wealth Partners reported no remaining DoubleLine Opportunistic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 4,622 DoubleLine Opportunistic Bond ETF shares in Q4 2025, an estimated $215K.
  • Triad Wealth Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2025 and held it in 1 quarter.
  • Triad Wealth Partners's DoubleLine Opportunistic Bond ETF position peaked at $215K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.