Congress Wealth Management LLC DE Trims Holdings in DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND)

Congress Wealth Management LLC DE trimmed its stake in shares of DoubleLine Opportunistic Bond ETF (NYSEARCA:DBNDFree Report) by 1.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 104,123 shares of the company’s stock after selling 1,652 shares during the quarter. Congress Wealth Management LLC DE owned 1.75% of DoubleLine Opportunistic Bond ETF worth $4,715,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in DBND. Private Trust Co. NA purchased a new stake in shares of DoubleLine Opportunistic Bond ETF in the third quarter worth about $95,000. Envestnet Portfolio Solutions Inc. lifted its stake in DoubleLine Opportunistic Bond ETF by 5.4% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 4,453 shares of the company’s stock worth $202,000 after purchasing an additional 230 shares in the last quarter. Sigma Planning Corp boosted its holdings in DoubleLine Opportunistic Bond ETF by 6.5% in the 4th quarter. Sigma Planning Corp now owns 5,912 shares of the company’s stock valued at $268,000 after purchasing an additional 363 shares during the period. Jane Street Group LLC purchased a new position in shares of DoubleLine Opportunistic Bond ETF during the 3rd quarter valued at $287,000. Finally, Atria Investments Inc increased its holdings in shares of DoubleLine Opportunistic Bond ETF by 18.0% in the fourth quarter. Atria Investments Inc now owns 6,970 shares of the company’s stock worth $316,000 after purchasing an additional 1,061 shares during the period.

DoubleLine Opportunistic Bond ETF Price Performance

NYSEARCA:DBND opened at $45.99 on Wednesday. DoubleLine Opportunistic Bond ETF has a 52-week low of $44.44 and a 52-week high of $47.60. The stock has a fifty day moving average of $45.76 and a 200 day moving average of $46.01.

DoubleLine Opportunistic Bond ETF Profile

(Free Report)

The DoubleLine Opportunistic Bond ETF (DBND) is an exchange-traded fund that is based on the Bloomberg US Aggregate Bond index. The fund is an actively managed, fixed income fund comprised of securities from corporate and government issuers, with various credit ratings, and a dollar-weighted average effective portfolio duration of two to eight years.

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Institutional Ownership by Quarter for DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND)

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