Oregon Pacific Wealth Management LLC increased its stake in shares of DoubleLine Mortgage ETF (NYSEARCA:DMBS – Free Report) by 203.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 76,988 shares of the company’s stock after purchasing an additional 51,648 shares during the quarter. DoubleLine Mortgage ETF makes up 4.0% of Oregon Pacific Wealth Management LLC’s holdings, making the stock its 6th largest position. Oregon Pacific Wealth Management LLC owned 0.55% of DoubleLine Mortgage ETF worth $3,802,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors also recently added to or reduced their stakes in the company. Advocacy Wealth Management LLC purchased a new position in DoubleLine Mortgage ETF in the fourth quarter valued at about $48,488,000. Captrust Financial Advisors purchased a new stake in shares of DoubleLine Mortgage ETF during the fourth quarter valued at about $46,036,000. Cambridge Associates LLC MA ADV purchased a new stake in shares of DoubleLine Mortgage ETF during the fourth quarter valued at about $20,302,000. Compound Planning Inc. boosted its holdings in shares of DoubleLine Mortgage ETF by 1,467.1% in the 4th quarter. Compound Planning Inc. now owns 272,928 shares of the company’s stock valued at $13,552,000 after buying an additional 255,512 shares in the last quarter. Finally, Gradient Investments LLC boosted its holdings in shares of DoubleLine Mortgage ETF by 10.2% in the 4th quarter. Gradient Investments LLC now owns 2,653,434 shares of the company’s stock valued at $131,756,000 after buying an additional 246,617 shares in the last quarter.
DoubleLine Mortgage ETF Price Performance
Shares of DoubleLine Mortgage ETF stock opened at $49.31 on Monday. The firm’s 50 day moving average price is $49.05 and its 200-day moving average price is $49.49. DoubleLine Mortgage ETF has a 52-week low of $48.19 and a 52-week high of $50.54.
DoubleLine Mortgage ETF 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.
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