IAA
DLY

Independent Advisor Alliance’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Independent Advisor Alliance’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 		– Sell
-16,020
Closed -$223K – 1163
2026
Q1 		$223K Buy
+16,020
New +$232K ﹤0.01% 1446

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Advisor Alliance's DLY Position: Q2 2026 in Review

Independent Advisor Alliance sold out of DoubleLine Yield Opportunities Fund (DLY) in Q2 2026, closing a stake of 16,020 shares — an estimated $223K sold.

Independent Advisor Alliance first reported a position in DLY in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

  • Independent Advisor Alliance reported no remaining DoubleLine Yield Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,020 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $223K.
  • Independent Advisor Alliance first reported a position in DoubleLine Yield Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's DoubleLine Yield Opportunities Fund position peaked at $223K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.