IC
TSI

IEQ Capital’s TCW Strategic Income Fund TSI Stock Holding History

IEQ Capital’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-76,049
Closed -$370K – 2001
2025
Q1 		$370K Buy
+76,049
New +$369K ﹤0.01% 1103
2021
Q1 		– Sell
-76,049
Closed -$433K – 501
2020
Q4 		$433K Buy
+76,049
New +$432K 0.02% 197

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IEQ Capital's TSI Position: Q2 2025 in Review

IEQ Capital sold out of TCW Strategic Income Fund (TSI) in Q2 2025, closing a stake of 76,049 shares — an estimated $370K sold.

IEQ Capital first reported a position in TSI in Q4 2020 and held it in 2 quarters. The position peaked at $433K in Q4 2020. 62 funds tracked by Wall St. Rank hold TSI as of Q2 2025.

  • IEQ Capital reported no remaining TCW Strategic Income Fund position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 76,049 TCW Strategic Income Fund shares in Q2 2025, an estimated $370K.
  • IEQ Capital first reported a position in TCW Strategic Income Fund in Q4 2020 and held it in 2 quarters.
  • IEQ Capital's TCW Strategic Income Fund position peaked at $433K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.