IAA
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Independent Advisor Alliance’s TCW Strategic Income Fund TSI Stock Holding History

Independent Advisor Alliance’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
-72,899
Closed -$327K – 1584
2026
Q1 		$327K Buy
+72,899
New +$345K ﹤0.01% 1286

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

Independent Advisor Alliance's TSI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of TCW Strategic Income Fund (TSI) in Q2 2026, closing a stake of 72,899 shares — an estimated $327K sold.

Independent Advisor Alliance first reported a position in TSI in Q1 2026 and held it in 1 quarter. The position peaked at $327K in Q1 2026. 70 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining TCW Strategic Income Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 72,899 TCW Strategic Income Fund shares in Q2 2026, an estimated $327K.
  • Independent Advisor Alliance first reported a position in TCW Strategic Income Fund in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's TCW Strategic Income Fund position peaked at $327K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.