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DMBSDMBS
11 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in DOUBLELINE MORTGAGE ETF

Integrated Wealth Concepts LLC holds 113,763 shares of DMBS (DOUBLELINE MORTGAGE ETF), worth $5.6M as of 2026-Q2. The position was increased (+16.1% shares). DMBS represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$5.6M

Current Shares

113,763

Total Value Change

+$3.1M

Total Shares Change

+64,215

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
113,763
+16.1%
$5.6M0.0%$48.88
31
2026-Q1
Increased
98,024
+8.7%
$4.8M0.0%$48.53
29
2025-Q4
Decreased
90,175
-20.8%
$4.5M0.1%$48.39
0
2025-Q3
Increased
113,851
+13.2%
$5.7M0.1%$47.62
31
2025-Q2
Increased
100,594
+10.0%
$4.9M0.0%$46.45
30
2025-Q1
Decreased
91,437
-17.1%
$4.5M0.1%$45.85
0
2024-Q4
Increased
110,355
+30.2%
$5.3M0.1%$44.58
34
2024-Q3
Increased
84,731
+8.8%
$4.3M0.1%$45.91
29
2024-Q2
Increased
77,858
+39.2%
$3.8M0.1%$43.40
35
2024-Q1
Increased
55,943
+12.9%
$2.7M0.0%$43.25
30
2023-Q4
New
49,548
-
$2.5M0.0%$43.67
36

Other major holders of DMBS: OSAIC HOLDINGS, INC., CAPTRUST FINANCIAL ADVISORS, Bank of New York Mellon Corp

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