DBND β€” DOUBLELINE OPPORTUNISTIC CORE BOND ETF

Ownership history in Elyxium Wealth, LLC  Β·  4 quarters on record

AI Ownership Summary

Elyxium Wealth, LLC reported DOUBLELINE OPPORTUNISTIC CORE BOND ETF (DBND) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.18% in 2025 Q2. The latest visible filing shows DBND at 1.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elyxium Wealth, LLC's position in DOUBLELINE OPPORTUNISTIC CORE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DBND was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Elyxium Wealth, LLC held DBND β€” position size vs. price
% of Fund (quarterly)    DBND price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 116,398 +9,709 +9.1% 1.50% $5.4M 2026-02-14 (Est.) $46.61
2025 Q3 REDUCED 106,689 -18,850 -15.0% 1.73% $5.0M 2025-11-05 $45.59
2025 Q2 ADDED 125,539 +99,767 +387.1% 2.18% $5.8M 2025-08-05 $44.93
2025 Q1 INITIATED 25,772 β€” β€” 0.53% $1.2M 2025-05-05 $43.79

FAQ About Elyxium Wealth, LLC and DBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elyxium Wealth, LLC reported owning DBND?

Elyxium Wealth, LLC reported DBND across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported DBND position in Elyxium Wealth, LLC's portfolio?

The largest reported portfolio weight for DBND was 2.18% in 2025 Q2.

What is the latest reported DBND position on this page?

The most recent filing on this page is 2025 Q4, when Elyxium Wealth, LLC reported 116,398 shares, equal to 1.50% of portfolio, with an estimated market value of $5.4M.

What does the chart on this DBND ownership page compare?

The chart compares Elyxium Wealth, LLC's quarterly DBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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