MGW
TSI

MB Generational Wealth’s TCW Strategic Income Fund TSI Stock Holding History

MB Generational Wealth’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
Q4 		– Sell
-12,812
Closed -$63K – 70
2025
Q3 		$63K Buy
+12,812
New +$63.3K 0.04% 65
2025
Q1 		$82.2K Hold
16,916
– – 0.06% 51
2024
Q4 		$81.4K Hold
16,916
– – 0.06% 50
2024
Q3 		$86.8K Hold
16,916
– – 0.06% 57
2024
Q2 		$80.2K Buy
+16,916
New +$78.6K 0.06% 53
2024
Q1 		– Sell
-16,916
Closed -$77.6K – 62
2023
Q4 		$77.6K Buy
+16,916
New +$78.6K 0.07% 47

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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

MB Generational Wealth's TSI Position: Q4 2025 in Review

MB Generational Wealth sold out of TCW Strategic Income Fund (TSI) in Q4 2025, closing a stake of 12,812 shares — an estimated $63K sold.

MB Generational Wealth first reported a position in TSI in Q4 2023 and held it in 6 quarters. The position peaked at $86.8K in Q3 2024. 64 funds tracked by Wall St. Rank hold TSI as of Q4 2025.

  • MB Generational Wealth reported no remaining TCW Strategic Income Fund position as of Q4 2025 after selling out during the quarter.
  • MB Generational Wealth sold 12,812 TCW Strategic Income Fund shares in Q4 2025, an estimated $63K.
  • MB Generational Wealth first reported a position in TCW Strategic Income Fund in Q4 2023 and held it in 6 quarters.
  • MB Generational Wealth's TCW Strategic Income Fund position peaked at $86.8K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2025.

Based on MB Generational Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.