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Doubleline Yield shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Doubleline Yield (DLY) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Doubleline Yield

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Yield held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Yield by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $184k 12k 15.59
2025-03-31 $201k 13k 16.10

More positions owned by Precedent Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
First Tr Exchange-traded Rba Indl Etf (AIRR)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)

View all positions for Precedent Wealth Partners

Top funds holding Doubleline Yield

Wells Fargo & Company
UBS Group
Royal Bank of Canada
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
Wedbush Morgan Securities
Maridea Wealth Management

View all funds holding Doubleline Yield