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TCW Strategic Income Fund shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of TCW Strategic Income Fund (TSI) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in TCW Strategic Income Fund

Tip: Access up to 7 years of quarterly data

All positions including TCW Strategic Income Fund held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TCW Strategic Income Fund by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 5.0k 4.59

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding TCW Strategic Income Fund

Northside Capital Management
Raymond James & Associates
Relative Value Partners
May Louie
Raymond James Financial Services Advisors
Wells Fargo & Company
Commonwealth Equity Services
Riverbrige Partners
First Foundation Advisors
UBS Group
Evoke Wealth
Advisor Group Holdings
Landscape Capital Management
Institute For Wealth Management
HighTower Advisors

View all funds holding TCW Strategic Income Fund