SMA
TSI

Seven Mile Advisory’s TCW Strategic Income Fund TSI Stock Holding History

Seven Mile Advisory’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
Q1 		– Sell
-114,997
Closed -$568K – 278
2025
Q4 		$568K Buy
114,997
+7,297
+7% +$35.9K 0.1% 102
2025
Q3 		$530K Buy
+107,700
New +$532K 0.09% 130

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Seven Mile Advisory's TSI Position: Q1 2026 in Review

Seven Mile Advisory sold out of TCW Strategic Income Fund (TSI) in Q1 2026, closing a stake of 114,997 shares — an estimated $568K sold.

Seven Mile Advisory first reported a position in TSI in Q3 2025 and held it in 2 quarters. The position peaked at $568K in Q4 2025. 69 funds tracked by Wall St. Rank hold TSI as of Q1 2026.

  • Seven Mile Advisory reported no remaining TCW Strategic Income Fund position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 114,997 TCW Strategic Income Fund shares in Q1 2026, an estimated $568K.
  • Seven Mile Advisory first reported a position in TCW Strategic Income Fund in Q3 2025 and held it in 2 quarters.
  • Seven Mile Advisory's TCW Strategic Income Fund position peaked at $568K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.