Welch Financial Planning
DMBS icon

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
Q3 		$302K Sell
6,518
-2,691
-29% -$129K 0.17% 56
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
AMI Investment Management
AMI Investment Management Kendallville, Indiana $518M AUM 8.97% 1-Year Est. Return
TPG Financial Advisors
TPG Financial Advisors Portland, Oregon $340M AUM 6.7% 1-Year Est. Return
CFG
Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Welch Financial Planning's DMBS Position: Q3 2026 in Review

Welch Financial Planning reduced its DoubleLine Mortgage ETF (DMBS) stake by 29% in Q3 2026, selling an estimated $129K and leaving 6,518 shares worth $302K. The position accounts for 0.17% of the portfolio, ranked #56.

Welch Financial Planning first reported a position in DMBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $551K in Q4 2025. 59 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

  • Welch Financial Planning held 6,518 shares of DoubleLine Mortgage ETF worth $302K as of Q3 2026.
  • Welch Financial Planning sold 2,691 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $129K.
  • DoubleLine Mortgage ETF made up 0.17% of Welch Financial Planning's portfolio in Q3 2026, its #56 holding.
  • Welch Financial Planning first reported a position in DoubleLine Mortgage ETF in Q4 2025 and has held it in 4 quarters since.
  • Welch Financial Planning's DoubleLine Mortgage ETF position peaked at $551K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.