IFG
DLY

Independent Financial Group’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Independent Financial Group’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 		$3.19M Buy
226,421
+676
+0.3% +$9.49K 0.06% 332
2026
Q1 		$3.14M Buy
225,745
+2,390
+1% +$34.7K 0.07% 289
2025
Q4 		$3.25M Buy
223,355
+4,636
+2% +$68.1K 0.07% 263
2025
Q3 		$3.3M Sell
218,719
-31
-0% -$478 0.08% 239
2025
Q2 		$3.41M Sell
218,750
-8,679
-4% -$133K 0.09% 212
2025
Q1 		$3.66M Sell
227,429
-7,625
-3% -$123K 0.13% 164
2024
Q4 		$3.72M Sell
235,054
-26,102
-10% -$423K 0.12% 157
2024
Q3 		$4.33M Sell
261,156
-5,647
-2% -$91.6K 0.16% 118
2024
Q2 		$4.21M Sell
266,803
-4,427
-2% -$69K 0.17% 119
2024
Q1 		$4.32M Buy
271,230
+13,035
+5% +$201K 0.2% 108
2023
Q4 		$3.84M Buy
258,195
+8,230
+3% +$118K 0.21% 107
2023
Q3 		$3.68M Buy
249,965
+6,005
+2% +$87.4K 0.24% 90
2023
Q2 		$3.54M Sell
243,960
-2,308
-0.9% -$32.5K 0.24% 87
2023
Q1 		$3.45M Sell
246,268
-5,829
-2% -$82.2K 0.28% 78
2022
Q4 		$3.31M Buy
252,097
+7,826
+3% +$106K 0.28% 72
2022
Q3 		$3.3M Buy
244,271
+78,964
+48% +$1.15M 0.3% 59
2022
Q2 		$2.37M Buy
165,307
+64,290
+64% +$992K 0.25% 87
2022
Q1 		$1.69M Buy
101,017
+42,317
+72% +$743K 0.14% 149
2021
Q4 		$1.1M Buy
+58,700
New +$1.12M 0.09% 228
2021
Q3 		– Sell
-14,573
Closed -$291K – 720
2021
Q2 		$291K Buy
14,573
+4,391
+43% +$86.7K 0.03% 540
2021
Q1 		$195K Buy
+10,182
New +$195K 0.03% 602

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Independent Financial Group's DLY Position: Q2 2026 in Review

Independent Financial Group increased its DoubleLine Yield Opportunities Fund (DLY) stake by 0.3% in Q2 2026, buying an estimated $9.49K and bringing the position to 226,421 shares worth $3.19M. The position accounts for 0.06% of the portfolio, ranked #332.

Independent Financial Group first reported a position in DLY in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.33M in Q3 2024. 86 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

  • Independent Financial Group held 226,421 shares of DoubleLine Yield Opportunities Fund worth $3.19M as of Q2 2026.
  • Independent Financial Group bought 676 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $9.49K.
  • DoubleLine Yield Opportunities Fund made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #332 holding.
  • Independent Financial Group first reported a position in DoubleLine Yield Opportunities Fund in Q1 2021 and has held it in 21 quarters since.
  • Independent Financial Group's DoubleLine Yield Opportunities Fund position peaked at $4.33M in Q3 2024.
  • 86 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.