LM Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

LM Advisors’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
2025 Q2	–	Sell	-12,517	Closed	-$202K	–	204
2025 Q1	$202K	Buy	+12,517	New	+$201K	0.04%	213
2024 Q4	–	Sell	-12,517	Closed	-$208K	–	190
2024 Q3	$208K	Buy	+12,517	New	+$203K	0.04%	168
2024 Q2	–	Sell	-16,217	Closed	-$258K	–	198
2024 Q1	$258K	Sell	16,217 -2,700	-14%	-$41.6K	0.04%	187
2023 Q4	$281K	Buy	+18,917	New	+$272K	0.06%	159

Other funds holding DLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

IFG

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

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

LM Advisors's DLY Position: Q2 2025 in Review

LM Advisors sold out of DoubleLine Yield Opportunities Fund (DLY) in Q2 2025, closing a stake of 12,517 shares — an estimated $202K sold.

LM Advisors first reported a position in DLY in Q4 2023 and held it in 4 quarters. The position peaked at $281K in Q4 2023. 80 funds tracked by Wall St. Rank hold DLY as of Q2 2025.

LM Advisors reported no remaining DoubleLine Yield Opportunities Fund position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 12,517 DoubleLine Yield Opportunities Fund shares in Q2 2025, an estimated $202K.
LM Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q4 2023 and held it in 4 quarters.
LM Advisors's DoubleLine Yield Opportunities Fund position peaked at $281K in Q4 2023.
80 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.