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Doubleline Yield shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Doubleline Yield (DLY) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Doubleline Yield

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Yield held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Yield by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 146k 14.87
2023-09-30 $2.2M 150k 14.73
2023-06-30 $3.0M 204k 14.53
2023-03-31 $5.5M 392k 13.99
2022-12-31 $2.6M 197k 13.12
2022-09-30 $1.7M 125k 13.49
2022-06-30 $2.0M 136k 14.34

More positions owned by Captrust Financial Advisors

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Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Doubleline Yield

Wells Fargo & Company
UBS Group
Royal Bank of Canada
HighTower Advisors
Penserra Capital Management
Ieq Capital
Bank of America Corporation
Consolidated Portfolio Review Corp
PFG Investments
Rockefeller Capital Management
Raymond James Financial Services Advisors
Captrust Financial Advisors
Stifel Financial
Evoke Wealth
Vivaldi Capital Management

View all funds holding Doubleline Yield