Integrated Capital Management (Pennsylvania)’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Integrated Capital Management (Pennsylvania)’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	$186K	Buy	+12,932	New	+$186K	0.13%	52
2023 Q3	–	Sell	-10,734	Closed	-$156K	–	78
2023 Q2	$156K	Sell	10,734 -70,966	-87%	-$1.03M	0.14%	57
2023 Q1	$154K	Buy	81,700 +71,598	+709%	+$1.07M	0.14%	45
2022 Q4	$150K	Sell	10,102 -563	-5%	-$8.2K	0.14%	49
2022 Q3	$154K	Buy	10,665 +193	+2%	+$3K	0.15%	47
2022 Q2	$163K	Buy	+10,472	New	+$168K	0.15%	49

Other funds holding DBL

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

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return