Evergreen Capital Management LLC Boosts Stock Holdings in DoubleLine Mortgage ETF $DMBS

Evergreen Capital Management LLC grew its stake in shares of DoubleLine Mortgage ETF (NYSEARCA:DMBS) by 2.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 660,111 shares of the company’s stock after buying an additional 14,386 shares during the period. DoubleLine Mortgage ETF accounts for approximately 0.8% of Evergreen Capital Management LLC’s holdings, making the stock its 21st biggest holding. Evergreen Capital Management LLC owned approximately 6.03% of DoubleLine Mortgage ETF worth $32,794,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Global Wealth Management Investment Advisory Inc. grew its position in DoubleLine Mortgage ETF by 0.9% during the second quarter. Global Wealth Management Investment Advisory Inc. now owns 58,912 shares of the company’s stock valued at $2,891,000 after acquiring an additional 532 shares during the period. Milestones Private Investment Advisors LLC grew its holdings in shares of DoubleLine Mortgage ETF by 2.6% during the 3rd quarter. Milestones Private Investment Advisors LLC now owns 21,876 shares of the company’s stock worth $1,087,000 after purchasing an additional 546 shares during the period. Allworth Financial LP acquired a new stake in DoubleLine Mortgage ETF during the 2nd quarter worth approximately $36,000. Latitude Advisors LLC raised its holdings in DoubleLine Mortgage ETF by 11.2% in the second quarter. Latitude Advisors LLC now owns 8,293 shares of the company’s stock valued at $407,000 after buying an additional 838 shares during the period. Finally, W.G. Shaheen & Associates DBA Whitney & Co lifted its position in DoubleLine Mortgage ETF by 0.5% during the second quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 169,000 shares of the company’s stock valued at $8,293,000 after buying an additional 858 shares in the last quarter.

DoubleLine Mortgage ETF Trading Down 0.1%

DMBS opened at $49.83 on Friday. DoubleLine Mortgage ETF has a 52-week low of $46.84 and a 52-week high of $50.21. The company has a 50 day moving average of $49.76 and a two-hundred day moving average of $49.51.

DoubleLine Mortgage ETF Company Profile

The Doubleline Etf Trust – Mortgage ETF (DMBS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed portfolio of investment grade residential mortgage-backed securities of any maturity. The fund seeks to outperform the Bloomberg US Mortgage-Backed Securities Index DMBS was launched on Mar 31, 2023 and is managed by DoubleLine.