IP
DBL

Ignite Planners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Ignite Planners’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
Q1 		$1.68M Sell
114,817
-6,722
-6% -$100K 0.26% 94
2025
Q4 		$1.84M Buy
121,539
+14,297
+13% +$220K 0.28% 82
2025
Q3 		$1.67M Buy
107,242
+1,731
+2% +$26.6K 0.27% 90
2025
Q2 		$1.6M Buy
105,511
+21,263
+25% +$329K 0.28% 92
2025
Q1 		$1.3M Buy
84,248
+939
+1% +$14.7K 0.25% 100
2024
Q4 		$1.29M Buy
83,309
+1,307
+2% +$20.3K 0.28% 84
2024
Q3 		$1.3M Buy
82,002
+1,249
+2% +$19.6K 0.3% 83
2024
Q2 		$1.26M Sell
80,753
-902
-1% -$13.6K 0.31% 83
2024
Q1 		$1.25M Buy
81,655
+391
+0.5% +$5.97K 0.35% 78
2023
Q4 		$1.24M Buy
81,264
+41,440
+104% +$605K 0.37% 72
2023
Q3 		$576K Buy
39,824
+4,120
+12% +$59.4K 0.18% 145
2023
Q2 		$526K Buy
35,704
+594
+2% +$8.63K 0.2% 110
2023
Q1 		$509K Buy
35,110
+4,893
+16% +$73.1K 0.21% 119
2022
Q4 		$466K Buy
+30,217
New +$440K 0.2% 134

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Ignite Planners's DBL Position: Q1 2026 in Review

Ignite Planners reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 5.5% in Q1 2026, selling an estimated $100K and leaving 114,817 shares worth $1.68M. The position accounts for 0.26% of the portfolio, ranked #94.

Ignite Planners first reported a position in DBL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.84M in Q4 2025. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Ignite Planners held 114,817 shares of DoubleLine Opportunistic Credit Fund worth $1.68M as of Q1 2026.
  • Ignite Planners sold 6,722 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $100K.
  • DoubleLine Opportunistic Credit Fund made up 0.26% of Ignite Planners's portfolio in Q1 2026, its #94 holding.
  • Ignite Planners first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2022 and has held it in 14 quarters since.
  • Ignite Planners's DoubleLine Opportunistic Credit Fund position peaked at $1.84M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.