IFC Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

IFC Advisors’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	$342K	Buy	+24,280	New	+$341K	0.04%	130
2026 Q1	–	Sell	-24,117	Closed	-$351K	–	163
2025 Q4	$351K	Sell	24,117 -3,038	-11%	-$44.6K	0.05%	128
2025 Q3	$409K	Sell	27,155 -728	-3%	-$11.2K	0.08%	117
2025 Q2	$435K	Buy	+27,883	New	+$428K	0.08%	120

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFC Advisors's DLY Position: Q2 2026 in Review

IFC Advisors opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q2 2026: 24,280 shares worth $342K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: IFC Advisors previously reported a position in DLY as recently as Q4 2025.

IFC Advisors first reported a position in DLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $435K in Q2 2025. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

IFC Advisors held 24,280 shares of DoubleLine Yield Opportunities Fund worth $342K as of Q2 2026.
DoubleLine Yield Opportunities Fund was a new IFC Advisors position in Q2 2026.
DoubleLine Yield Opportunities Fund made up 0.04% of IFC Advisors's portfolio in Q2 2026, its #130 holding.
IFC Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
IFC Advisors's DoubleLine Yield Opportunities Fund position peaked at $435K in Q2 2025.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.