UBS Group
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UBS Group’s DoubleLine Mortgage ETF DMBS Stock Holding History

UBS Group’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
2026
Q1 		$2.09M Sell
42,307
-15,197
-26% -$757K ﹤0.01% 4936
2025
Q4 		$2.86M Buy
57,504
+2,371
+4% +$118K ﹤0.01% 4622
2025
Q3 		$2.74M Sell
55,133
-42,237
-43% -$2.08M ﹤0.01% 4662
2025
Q2 		$4.78M Buy
97,370
+365
+0.4% +$17.7K ﹤0.01% 3941
2025
Q1 		$4.76M Sell
97,005
-4,010
-4% -$194K ﹤0.01% 3824
2024
Q4 		$4.86M Sell
101,015
-1,466
-1% -$71.6K ﹤0.01% 3884
2024
Q3 		$5.16M Buy
102,481
+102,397
+121,901% +$5.08M ﹤0.01% 3029
2024
Q2 		$4.05K Buy
84
+46
+121% +$2.2K ﹤0.01% 8135
2024
Q1 		$1.85K Sell
38
-344
-90% -$16.8K ﹤0.01% 8033
2023
Q4 		$18.9K Buy
382
+297
+349% +$14.1K ﹤0.01% 7138
2023
Q3 		$4K Buy
+85
New +$4.11K ﹤0.01% 7491

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return