Sheaff Brock Investment Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	$112K	Hold	23,000	–	–	0.01%	434
2024 Q4	$111K	Hold	23,000	–	–	0.01%	432
2024 Q3	$118K	Hold	23,000	–	–	0.01%	432
2024 Q2	$109K	Hold	23,000	–	–	0.01%	425
2024 Q1	$111K	Buy	23,000 +3,000	+15%	+$14.1K	0.01%	479
2023 Q4	$91.8K	Buy	+20,000	New	+$92.9K	0.01%	459

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's TSI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its TCW Strategic Income Fund (TSI) position steady in Q1 2025 at 23,000 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #434.

Sheaff Brock Investment Advisors first reported a position in TSI in Q4 2023 and has held it in 6 quarters since. The position peaked at $118K in Q3 2024. 62 funds tracked by Wall St. Rank hold TSI as of Q1 2025.

Sheaff Brock Investment Advisors held 23,000 shares of TCW Strategic Income Fund worth $112K as of Q1 2025.
Sheaff Brock Investment Advisors left its TCW Strategic Income Fund share count unchanged in Q1 2025.
TCW Strategic Income Fund made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #434 holding.
Sheaff Brock Investment Advisors first reported a position in TCW Strategic Income Fund in Q4 2023 and has held it in 6 quarters since.
Sheaff Brock Investment Advisors's TCW Strategic Income Fund position peaked at $118K in Q3 2024.
62 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.