Visionary Wealth Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Visionary Wealth Advisors’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 Q2	$10.4M	Buy	228,259 +26,163	+13%	+$1.19M	0.41%	65
2026 Q1	$9.26M	Buy	202,096 +11,100	+6%	+$514K	0.41%	73
2025 Q4	$8.86M	Buy	190,996 +9,384	+5%	+$437K	0.4%	75
2025 Q3	$8.45M	Buy	181,612 +3,858	+2%	+$178K	0.39%	72
2025 Q2	$8.22M	Buy	+177,754	New	+$8.11M	0.42%	64

Other funds holding DBND

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Visionary Wealth Advisors's DBND Position: Q2 2026 in Review

Visionary Wealth Advisors increased its DoubleLine Opportunistic Bond ETF (DBND) stake by 13% in Q2 2026, buying an estimated $1.19M and bringing the position to 228,259 shares worth $10.4M. The position accounts for 0.41% of the portfolio, ranked #65.

Visionary Wealth Advisors first reported a position in DBND in Q2 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold DBND as of Q2 2026.

Visionary Wealth Advisors held 228,259 shares of DoubleLine Opportunistic Bond ETF worth $10.4M as of Q2 2026.
Visionary Wealth Advisors bought 26,163 DoubleLine Opportunistic Bond ETF shares in Q2 2026, an estimated $1.19M.
DoubleLine Opportunistic Bond ETF made up 0.41% of Visionary Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Visionary Wealth Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2025 and has held it in 5 quarters since.
101 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.