IFWM
TSI

Institute for Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History

Institute for Wealth Management’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 		$172K Sell
38,028
-2,000
-5% -$9.06K 0.02% 548
2026
Q1 		$180K Hold
40,028
– – 0.02% 533
2025
Q4 		$198K Sell
40,028
-8,976
-18% -$44.2K 0.02% 528
2025
Q3 		$241K Hold
49,004
– – 0.03% 507
2025
Q2 		$239K Sell
49,004
-400
-0.8% -$1.96K 0.03% 496
2025
Q1 		$240K Hold
49,404
– – 0.03% 470
2024
Q4 		$238K Sell
49,404
-2,446
-5% -$12.3K 0.03% 453
2024
Q3 		$266K Sell
51,850
-202
-0.4% -$1.01K 0.03% 449
2024
Q2 		$247K Sell
52,052
-1,087
-2% -$5.05K 0.03% 437
2024
Q1 		$256K Buy
53,139
+16
+0% +$75 0.03% 425
2023
Q4 		$244K Sell
53,123
-56,556
-52% -$263K 0.04% 415
2023
Q3 		$502K Sell
109,679
-13,800
-11% -$64.2K 0.09% 258
2023
Q2 		$572K Sell
123,479
-7,492
-6% -$35.1K 0.1% 234
2023
Q1 		$613K Sell
130,971
-9,067
-6% -$44.5K 0.12% 226
2022
Q4 		$647K Sell
140,038
-4,738
-3% -$22.2K 0.14% 208
2022
Q3 		$683K Sell
144,776
-1,160
-0.8% -$5.72K 0.15% 179
2022
Q2 		$705K Sell
145,936
-10,300
-7% -$51K 0.14% 187
2022
Q1 		$805K Sell
156,236
-1,073
-0.7% -$5.71K 0.13% 196
2021
Q4 		$908K Sell
157,309
-4,300
-3% -$24.8K 0.15% 174
2021
Q3 		$928K Hold
161,609
– – 0.16% 163
2021
Q2 		$957K Hold
161,609
– – 0.17% 160
2021
Q1 		$920K Sell
161,609
-2,976
-2% -$16.7K 0.17% 156
2020
Q4 		$936K Hold
164,585
– – 0.19% 138
2020
Q3 		$925K Hold
164,585
– – 0.21% 122
2020
Q2 		$899K Sell
164,585
-4,324
-3% -$23.7K 0.22% 120
2020
Q1 		$873K Sell
168,909
-54,812
-25% -$306K 0.27% 99
2019
Q4 		$1.29M Sell
223,721
-3,994
-2% -$23.1K 0.29% 91
2019
Q3 		$1.29M Hold
227,715
– – 0.33% 79
2019
Q2 		$1.31M Sell
227,715
-500
-0.2% -$2.79K 0.29% 87
2019
Q1 		$1.25M Buy
+228,215
New +$1.24M 0.27% 97
2018
Q4 		– Sell
-234,619
Closed -$1.31M – 339
2018
Q3 		$1.31M Sell
234,619
-475
-0.2% -$2.63K 0.44% 76
2018
Q2 		$1.29M Sell
235,094
-762
-0.3% -$4.15K 0.41% 80
2018
Q1 		$1.28M Sell
235,856
-18,147
-7% -$99.9K 0.38% 85
2017
Q4 		$1.49M Buy
254,003
+8,628
+4% +$48.7K 0.34% 87
2017
Q3 		$1.42M Hold
245,375
– – 0.46% 68
2017
Q2 		$1.39M Buy
+245,375
New +$1.35M 0.38% 70

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 $159M AUM 19.83% 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 $468M AUM
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

Institute for Wealth Management's TSI Position: Q2 2026 in Review

Institute for Wealth Management reduced its TCW Strategic Income Fund (TSI) stake by 5% in Q2 2026, selling an estimated $9.06K and leaving 38,028 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #548.

Institute for Wealth Management first reported a position in TSI in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.49M in Q4 2017. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Institute for Wealth Management held 38,028 shares of TCW Strategic Income Fund worth $172K as of Q2 2026.
  • Institute for Wealth Management sold 2,000 TCW Strategic Income Fund shares in Q2 2026, an estimated $9.06K.
  • TCW Strategic Income Fund made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #548 holding.
  • Institute for Wealth Management first reported a position in TCW Strategic Income Fund in Q2 2017 and has held it in 36 quarters since.
  • Institute for Wealth Management's TCW Strategic Income Fund position peaked at $1.49M in Q4 2017.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.