Institute for Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
JWM
1CP
TG
DM
NCM
Institute for Wealth Management's TSI Position: Q1 2026 in Review
Institute for Wealth Management held its TCW Strategic Income Fund (TSI) position steady in Q1 2026 at 40,028 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #533.
Institute for Wealth Management first reported a position in TSI in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.49M in Q4 2017. 69 funds tracked by Wall St. Rank hold TSI as of Q1 2026.
- Institute for Wealth Management held 40,028 shares of TCW Strategic Income Fund worth $180K as of Q1 2026.
- Institute for Wealth Management left its TCW Strategic Income Fund share count unchanged in Q1 2026.
- TCW Strategic Income Fund made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #533 holding.
- Institute for Wealth Management first reported a position in TCW Strategic Income Fund in Q2 2017 and has held it in 35 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 Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.