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Doubleline Etf Trust shares owned by Essential Planning

Quarter-by-quarter ownership of Doubleline Etf Trust (DBND) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Doubleline Etf Trust

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All positions including Doubleline Etf Trust held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Etf Trust by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 22k 46.26
2023-09-30 $556k 13k 44.12
2023-06-30 $388k 8.4k 46.18
2023-03-31 $349k 7.5k 46.70

More positions owned by Essential Planning

Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Essential Planning

Top funds holding Doubleline Etf Trust

CWM
Seascape Capital Management
Whitney & Company
Boothe Investment Group
HPM Partners
One Capital Management
Waddell & Associates
Envestnet Asset Management
Cravens & Co Advisors
UBS Group
Landmark Wealth Management
Fortis Advisors
Congress Wealth Management LLC / DE /
Susquehanna International
Aprio Wealth Management

View all funds holding Doubleline Etf Trust