IFP Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

IFP Advisors’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24K	Hold	156	–	–	﹤0.01%	4186
2026 Q1	$2.28K	Hold	156	–	–	﹤0.01%	3912
2025 Q4	$2.38K	Hold	156	–	–	﹤0.01%	3777
2025 Q3	$2.43K	Hold	156	–	–	﹤0.01%	3620
2025 Q2	$2.4K	Hold	156	–	–	﹤0.01%	3817
2025 Q1	$2.44K	Hold	156	–	–	﹤0.01%	3080
2024 Q4	$2.42K	Hold	156	–	–	﹤0.01%	3030
2024 Q3	$2.47K	Hold	156	–	–	﹤0.01%	2863
2024 Q2	$2.4K	Hold	156	–	–	﹤0.01%	2773
2024 Q1	$2.41K	Sell	156 -1,818	-92%	-$27.8K	﹤0.01%	2640
2023 Q4	$30.3K	Sell	1,974 -1,057	-35%	-$15.4K	﹤0.01%	1760
2023 Q3	$44.2K	Hold	3,031	–	–	﹤0.01%	1612
2023 Q2	$44K	Hold	3,031	–	–	﹤0.01%	1657
2023 Q1	$80.4K	Sell	3,031 -1,458	-32%	-$21.8K	﹤0.01%	1355
2022 Q4	$119K	Sell	4,489 -523	-10%	-$7.62K	﹤0.01%	1649
2022 Q3	$133K	Hold	5,012	–	–	﹤0.01%	1662
2022 Q2	$133K	Hold	5,012	–	–	﹤0.01%	1506
2022 Q1	$133K	Buy	+5,012	New	+$88.8K	﹤0.01%	1506
2019 Q1	$8K	Hold	400	–	–	﹤0.01%	1703
2018 Q4	$8K	Hold	400	–	–	﹤0.01%	2605
2018 Q3	$8K	Sell	400 -247	-38%	-$5.16K	﹤0.01%	2963
2018 Q2	$14K	Sell	647 -400	-38%	-$8.41K	﹤0.01%	2682
2018 Q1	$23K	Hold	1,047	–	–	﹤0.01%	2292
2017 Q4	$23K	Hold	1,047	–	–	﹤0.01%	2323
2017 Q3	$25K	Sell	1,047 -800	-43%	-$19.7K	﹤0.01%	2443
2017 Q2	$47K	Hold	1,847	–	–	﹤0.01%	2005
2017 Q1	$44K	Sell	1,847 -5,740	-76%	-$134K	﹤0.01%	1999
2016 Q4	$175K	Buy	7,587 +5,500	+264%	+$131K	0.01%	1118
2016 Q3	$54K	Buy	2,087 +450	+27%	+$12.1K	﹤0.01%	1764
2016 Q2	$44K	Buy	1,637 +1,237	+309%	+$32.6K	﹤0.01%	1842
2016 Q1	$8K	Sell	400 -800	-67%	-$20.6K	﹤0.01%	1703
2015 Q4	$30K	Buy	+1,200	New	+$30K	﹤0.01%	1913

Other funds holding DBL

SIA

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

IFP Advisors's DBL Position: Q2 2026 in Review

IFP Advisors held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q2 2026 at 156 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4186.

IFP Advisors first reported a position in DBL in Q4 2015 and has held it in 32 quarters since. The position peaked at $175K in Q4 2016. 78 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

IFP Advisors held 156 shares of DoubleLine Opportunistic Credit Fund worth $2.24K as of Q2 2026.
IFP Advisors left its DoubleLine Opportunistic Credit Fund share count unchanged in Q2 2026.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4186 holding.
IFP Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2015 and has held it in 32 quarters since.
IFP Advisors's DoubleLine Opportunistic Credit Fund position peaked at $175K in Q4 2016.
78 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.