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Doubleline Etf Trust shares owned by SilverOak Wealth Management

Quarter-by-quarter ownership of Doubleline Etf Trust (DBND) shares owned by SilverOak Wealth Management from 13F filings

Historical chart of SilverOak Wealth Management investment in Doubleline Etf Trust

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All positions including Doubleline Etf Trust held by SilverOak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Etf Trust by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 30k 46.53
2025-06-30 $1.2M 27k 46.24
2025-03-31 $1.2M 27k 46.17
2024-12-31 $927k 21k 45.29

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding Doubleline Etf Trust

CWM
Envestnet Asset Management
Boothe Investment Group
Raymond James Financial
Seascape Capital Management
UBS Group
Foundations Investment Advisors
Whitney & Company
Benchmark Financial Wealth Advisors
Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc
HPM Partners
Cravens & Co Advisors
Fortis Advisors
Beckerman Institutional

View all funds holding Doubleline Etf Trust