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Welch Financial Planning’s DoubleLine Mortgage ETF DMBS Stock Holding History

Welch Financial Planning’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
Q2 		$452K Hold
9,209
– – 0.26% 46
2026
Q1 		$455K Sell
9,209
-1,894
-17% -$94.3K 0.33% 40
2025
Q4 		$551K Buy
+11,103
New +$553K 0.4% 35

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 $2.75B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Welch Financial Planning's DMBS Position: Q2 2026 in Review

Welch Financial Planning held its DoubleLine Mortgage ETF (DMBS) position steady in Q2 2026 at 9,209 shares worth $452K. The position accounts for 0.26% of the portfolio, ranked #46.

Welch Financial Planning first reported a position in DMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $551K in Q4 2025. 60 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Welch Financial Planning held 9,209 shares of DoubleLine Mortgage ETF worth $452K as of Q2 2026.
  • Welch Financial Planning left its DoubleLine Mortgage ETF share count unchanged in Q2 2026.
  • DoubleLine Mortgage ETF made up 0.26% of Welch Financial Planning's portfolio in Q2 2026, its #46 holding.
  • Welch Financial Planning first reported a position in DoubleLine Mortgage ETF in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's DoubleLine Mortgage ETF position peaked at $551K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.