DoubleLine ETF Adviser’s Iron Mountain IRM Stock Holding History

DoubleLine ETF Adviser’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.56M	Sell	15,281 -3,794	-20%	-$377K	0.59%	47
2025 Q4	$1.58M	Buy	19,075 +692	+4%	+$64.8K	0.47%	60
2025 Q3	$1.87M	Buy	18,383 +974	+6%	+$93.8K	0.56%	60
2025 Q2	$1.79M	Buy	17,409 +220	+1%	+$20.7K	0.57%	55
2025 Q1	$1.48M	Sell	17,189 -3,875	-18%	-$373K	0.49%	61
2024 Q4	$2.21M	Buy	21,064 +114	+0.5%	+$13.4K	0.6%	57
2024 Q3	$2.49M	Buy	+20,950	New	+$2.24M	0.61%	45
2024 Q2	–	Sell	-22,428	Closed	-$1.8M	–	211
2024 Q1	$1.8M	Buy	22,428 +2,407	+12%	+$174K	0.46%	59
2023 Q4	$1.4M	Buy	+20,021	New	+$1.26M	0.4%	61
2023 Q2	–	Sell	-14,641	Closed	-$775K	–	207
2023 Q1	$775K	Buy	14,641 +1,733	+13%	+$90.8K	0.33%	74
2022 Q4	$643K	Buy	+12,908	New	+$652K	0.33%	80

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DoubleLine ETF Adviser's IRM Position: Q1 2026 in Review

DoubleLine ETF Adviser reduced its Iron Mountain (IRM) stake by 20% in Q1 2026, selling an estimated $377K and leaving 15,281 shares worth $1.56M. The position accounts for 0.59% of the portfolio, ranked #47.

DoubleLine ETF Adviser first reported a position in IRM in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.49M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

DoubleLine ETF Adviser held 15,281 shares of Iron Mountain worth $1.56M as of Q1 2026.
DoubleLine ETF Adviser sold 3,794 Iron Mountain shares in Q1 2026, an estimated $377K.
Iron Mountain made up 0.59% of DoubleLine ETF Adviser's portfolio in Q1 2026, its #47 holding.
DoubleLine ETF Adviser first reported a position in Iron Mountain in Q4 2022 and has held it in 11 quarters since.
DoubleLine ETF Adviser's Iron Mountain position peaked at $2.49M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on DoubleLine ETF Adviser's 13F filing for Q1 2026, filed 15 May 2026.