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Doubleline Yield shares owned by Journey Advisory Group

Quarter-by-quarter ownership of Doubleline Yield (DLY) shares owned by Journey Advisory Group from 13F filings

Historical chart of Journey Advisory Group investment in Doubleline Yield

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All positions including Doubleline Yield held by Journey Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Yield by Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 193k 15.08
2025-06-30 $3.1M 197k 15.59
2025-03-31 $3.2M 198k 16.10

More positions owned by Journey Advisory Group

Rio Tinto Sponsored Adr (RIO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Ibonds 27 Trm Ts (IBTH)

View all positions for Journey Advisory Group

Top funds holding Doubleline Yield

Morgan Stanley
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Gridiron Partners
HighTower Advisors
Raymond James Financial
Shaker Financial Services
Polar Securities
Readystate Asset Management
Journey Advisory Group
Consolidated Portfolio Review Corp
Cohen & Steers Capital Management
LPL Financial
Pettinga Financial Advisors

View all funds holding Doubleline Yield