Highline Wealth Partners’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Highline Wealth Partners’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.22K	Hold	300	–	–	﹤0.01%	900
2026 Q1	$4.18K	Hold	300	–	–	﹤0.01%	786
2025 Q4	$4.36K	Hold	300	–	–	﹤0.01%	596
2025 Q3	$4.52K	Buy	+300	New	+$4.62K	﹤0.01%	598

Other funds holding DLY

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Highline Wealth Partners's DLY Position: Q2 2026 in Review

Highline Wealth Partners held its DoubleLine Yield Opportunities Fund (DLY) position steady in Q2 2026 at 300 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Highline Wealth Partners first reported a position in DLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.52K in Q3 2025. 12 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Highline Wealth Partners held 300 shares of DoubleLine Yield Opportunities Fund worth $4.22K as of Q2 2026.
Highline Wealth Partners left its DoubleLine Yield Opportunities Fund share count unchanged in Q2 2026.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #900 holding.
Highline Wealth Partners first reported a position in DoubleLine Yield Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
Highline Wealth Partners's DoubleLine Yield Opportunities Fund position peaked at $4.52K in Q3 2025.
12 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.