NWMP
DLY

Noble Wealth Management PBC’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Noble Wealth Management PBC’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 		$1.54M Buy
109,185
+9,050
+9% +$127K 0.7% 46
2026
Q1 		$1.39M Sell
100,135
-8,672
-8% -$126K 0.71% 46
2025
Q4 		$1.58M Buy
108,807
+57,907
+114% +$851K 0.79% 40
2025
Q3 		$768K Buy
+50,900
New +$784K 0.41% 65

Other funds holding DLY

PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return