WJ Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-15,909
Closed -$632K 88
2026
Q1
$632K Buy
15,909
+5,699
+56% +$229K 0.3% 47
2025
Q4
$411K Sell
10,210
-2,436
-19% -$98.6K 0.18% 58
2025
Q3
$513K Buy
+12,646
New +$508K 0.23% 53

Other funds holding TOTL

WJ Wealth Management's TOTL Position: Q2 2026 in Review

WJ Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026, closing a stake of 15,909 shares — an estimated $632K sold.

WJ Wealth Management first reported a position in TOTL in Q3 2025 and held it in 3 quarters. The position peaked at $632K in Q1 2026. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • WJ Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2026 after selling out during the quarter.
  • WJ Wealth Management sold 15,909 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $632K.
  • WJ Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2025 and held it in 3 quarters.
  • WJ Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $632K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.