UBS Group
DBND icon

UBS Group’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

UBS Group’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
2026
Q1 		$28.3M Buy
616,971
+10,987
+2% +$509K ﹤0.01% 2223
2025
Q4 		$28.1M Buy
605,984
+22,086
+4% +$1.03M ﹤0.01% 2246
2025
Q3 		$27.2M Buy
583,898
+15,569
+3% +$719K ﹤0.01% 2232
2025
Q2 		$26.3M Buy
568,329
+19,505
+4% +$890K ﹤0.01% 2092
2025
Q1 		$25.3M Buy
548,824
+365,897
+200% +$16.7M ﹤0.01% 2119
2024
Q4 		$8.28M Sell
182,927
-20,958
-10% -$964K ﹤0.01% 3266
2024
Q3 		$9.66M Buy
203,885
+63,337
+45% +$2.95M ﹤0.01% 2395
2024
Q2 		$6.38M Sell
140,548
-643
-0.5% -$29K ﹤0.01% 2621
2024
Q1 		$6.48M Buy
141,191
+14,979
+12% +$686K ﹤0.01% 2695
2023
Q4 		$5.84M Sell
126,212
-13,514
-10% -$601K ﹤0.01% 2636
2023
Q3 		$6.16M Buy
139,726
+11,530
+9% +$522K ﹤0.01% 2377
2023
Q2 		$5.92M Buy
128,196
+126,973
+10,382% +$5.89M ﹤0.01% 2419
2023
Q1 		$57.1K Buy
+1,223
New +$56.8K ﹤0.01% 6352
2022
Q4 		– Sell
-1,736
Closed -$79K – 10780
2022
Q3 		$79K Buy
+1,736
New +$82.9K ﹤0.01% 5916

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 $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 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
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

UBS Group's DBND Position: Q1 2026 in Review

UBS Group increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 1.8% in Q1 2026, buying an estimated $509K and bringing the position to 616,971 shares worth $28.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

UBS Group first reported a position in DBND in Q3 2022 and has held it in 14 quarters since. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • UBS Group held 616,971 shares of DoubleLine Opportunistic Bond ETF worth $28.3M as of Q1 2026.
  • UBS Group bought 10,987 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $509K.
  • DoubleLine Opportunistic Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2223 holding.
  • UBS Group first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.