SW
DBL

SkyOak Wealth’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

SkyOak Wealth’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
Q1 		$167K Buy
11,437
+189
+2% +$2.82K 0.03% 248
2025
Q4 		$172K Buy
11,248
+177
+2% +$2.73K 0.03% 244
2025
Q3 		$172K Buy
11,071
+174
+2% +$2.68K 0.03% 243
2025
Q2 		$168K Buy
10,897
+168
+2% +$2.6K 0.03% 237
2025
Q1 		$168K Buy
10,729
+163
+2% +$2.55K 0.04% 233
2024
Q4 		$164K Buy
10,566
+163
+2% +$2.53K 0.04% 243
2024
Q3 		$165K Buy
10,403
+156
+2% +$2.45K 0.04% 229
2024
Q2 		$157K Buy
10,247
+159
+2% +$2.39K 0.04% 230
2024
Q1 		$156K Buy
+10,088
New +$154K 0.04% 232
2023
Q3 		– Sell
-10,343
Closed -$150K – 243
2023
Q2 		$150K Sell
10,343
-3,693
-26% -$53.6K 0.04% 222
2023
Q1 		$199K Buy
14,036
+145
+1% +$2.17K 0.06% 228
2022
Q4 		$206K Buy
13,891
+143
+1% +$2.08K 0.07% 202
2022
Q3 		$199K Sell
13,748
-1,652
-11% -$25.6K 0.07% 196
2022
Q2 		$240K Buy
15,400
+127
+0.8% +$2.04K 0.08% 178
2022
Q1 		$256K Buy
15,273
+3,076
+25% +$54.5K 0.07% 191
2021
Q4 		$234K Buy
12,197
+59
+0.5% +$1.14K 0.06% 206
2021
Q3 		$239K Buy
12,138
+49
+0.4% +$971 0.06% 203
2021
Q2 		$243K Buy
12,089
+48
+0.4% +$949 0.07% 194
2021
Q1 		$237K Buy
12,041
+47
+0.4% +$929 0.07% 198
2020
Q4 		$236K Buy
11,994
+100
+0.8% +$1.93K 0.07% 187
2020
Q3 		$227K Sell
11,894
-6,206
-34% -$119K 0.08% 178
2020
Q2 		$343K Sell
18,100
-1,199
-6% -$22K 0.13% 163
2020
Q1 		$330K Buy
19,299
+493
+3% +$9.89K 0.17% 146
2019
Q4 		$388K Buy
+18,806
New +$389K 0.12% 199

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

SkyOak Wealth's DBL Position: Q1 2026 in Review

SkyOak Wealth increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 1.7% in Q1 2026, buying an estimated $2.82K and bringing the position to 11,437 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #248.

SkyOak Wealth first reported a position in DBL in Q4 2019 and has held it in 24 quarters since. The position peaked at $388K in Q4 2019. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • SkyOak Wealth held 11,437 shares of DoubleLine Opportunistic Credit Fund worth $167K as of Q1 2026.
  • SkyOak Wealth bought 189 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $2.82K.
  • DoubleLine Opportunistic Credit Fund made up 0.03% of SkyOak Wealth's portfolio in Q1 2026, its #248 holding.
  • SkyOak Wealth first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2019 and has held it in 24 quarters since.
  • SkyOak Wealth's DoubleLine Opportunistic Credit Fund position peaked at $388K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.