IA
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IFP Advisors’s TCW Strategic Income Fund TSI Stock Holding History

IFP Advisors’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
2026
Q2 		– Sell
-500
Closed -$2.25K – 5282
2026
Q1 		$2.25K Hold
500
– – ﹤0.01% 3919
2025
Q4 		$2.47K Hold
500
– – ﹤0.01% 3759
2025
Q3 		$2.46K Hold
500
– – ﹤0.01% 3614
2025
Q2 		$2.44K Hold
500
– – ﹤0.01% 3807
2025
Q1 		$2.43K Hold
500
– – ﹤0.01% 3082
2024
Q4 		$2.4K Hold
500
– – ﹤0.01% 3033
2024
Q3 		$2.56K Hold
500
– – ﹤0.01% 2856
2024
Q2 		$2.37K Hold
500
– – ﹤0.01% 2776
2024
Q1 		$2.4K Hold
500
– – ﹤0.01% 2641
2023
Q4 		$2.29K Hold
500
– – ﹤0.01% 2644
2023
Q3 		$2.29K Sell
500
-200
-29% -$931 ﹤0.01% 2792
2023
Q2 		$3.24K Buy
700
+200
+40% +$937 ﹤0.01% 2699
2023
Q1 		$2.71K Sell
500
-2,040
-80% -$10K ﹤0.01% 2800
2022
Q4 		$14K Hold
2,540
– – ﹤0.01% 3179
2022
Q3 		$14K Hold
2,540
– – ﹤0.01% 3415
2022
Q2 		$14K Hold
2,540
– – ﹤0.01% 3165
2022
Q1 		$14K Buy
+2,540
New +$13.5K ﹤0.01% 3165
2019
Q1 		$91K Buy
16,366
+15,866
+3,173% +$86.2K 0.01% 725
2018
Q4 		$3K Sell
500
-1,150
-70% -$6.24K ﹤0.01% 3075
2018
Q3 		$9K Hold
1,650
– – ﹤0.01% 2921
2018
Q2 		$9K Sell
1,650
-7,096
-81% -$38.7K ﹤0.01% 2981
2018
Q1 		$51K Hold
8,746
– – ﹤0.01% 1799
2017
Q4 		$51K Sell
8,746
-16,159
-65% -$91.2K ﹤0.01% 1816
2017
Q3 		$144K Buy
24,905
+40
+0.2% +$227 0.01% 1343
2017
Q2 		$140K Buy
24,865
+43
+0.2% +$237 0.01% 1335
2017
Q1 		$134K Buy
24,822
+95
+0.4% +$516 0.01% 1333
2016
Q4 		$132K Buy
24,727
+39
+0.2% +$206 0.01% 1275
2016
Q3 		$131K Sell
24,688
-24,627
-50% -$133K 0.01% 1217
2016
Q2 		$268K Buy
49,315
+32,949
+201% +$174K 0.02% 834
2016
Q1 		$91K Sell
16,366
-43,082
-72% -$224K 0.01% 725
2015
Q4 		$313K Buy
+59,448
New +$314K 0.02% 643

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFP Advisors's TSI Position: Q2 2026 in Review

IFP Advisors sold out of TCW Strategic Income Fund (TSI) in Q2 2026, closing a stake of 500 shares — an estimated $2.25K sold.

IFP Advisors first reported a position in TSI in Q4 2015 and held it in 31 quarters. The position peaked at $313K in Q4 2015. 70 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • IFP Advisors reported no remaining TCW Strategic Income Fund position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 500 TCW Strategic Income Fund shares in Q2 2026, an estimated $2.25K.
  • IFP Advisors first reported a position in TCW Strategic Income Fund in Q4 2015 and held it in 31 quarters.
  • IFP Advisors's TCW Strategic Income Fund position peaked at $313K in Q4 2015.
  • 70 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.