TCW Strategic Income Fund shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of TCW Strategic Income Fund (TSI) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in TCW Strategic Income Fund
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All positions including TCW Strategic Income Fund held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in TCW Strategic Income Fund by Institute For Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $266k | 52k | 5.13 |
2024-06-30 | $247k | 52k | 4.74 |
2024-03-31 | $256k | 53k | 4.81 |
2023-12-31 | $244k | 53k | 4.59 |
2023-09-30 | $502k | 110k | 4.58 |
2023-06-30 | $572k | 124k | 4.63 |
2023-03-31 | $613k | 131k | 4.68 |
2022-12-31 | $647k | 140k | 4.62 |
2022-09-30 | $683k | 145k | 4.72 |
2022-06-30 | $705k | 146k | 4.83 |
2022-03-31 | $805k | 156k | 5.15 |
2021-12-31 | $908k | 157k | 5.77 |
2021-09-30 | $928k | 162k | 5.74 |
2021-06-30 | $957k | 162k | 5.92 |
2021-03-31 | $920k | 162k | 5.69 |
2020-12-31 | $936k | 165k | 5.69 |
2020-09-30 | $925k | 165k | 5.62 |
2020-06-30 | $899k | 165k | 5.46 |
2020-03-31 | $873k | 169k | 5.17 |
2019-12-31 | $1.3M | 1.3k | 1000.00 |
2019-09-30 | $1.3M | 228k | 5.68 |
2019-06-30 | $1.3M | 228k | 5.75 |
2019-03-31 | $1.3M | 228k | 5.50 |
2018-09-30 | $1.3M | 235k | 5.59 |
2018-06-30 | $1.3M | 235k | 5.49 |
2018-03-31 | $1.3M | 236k | 5.42 |
2017-12-31 | $1.5M | 254k | 5.88 |
2017-09-30 | $1.4M | 245k | 5.80 |
2017-06-30 | $1.4M | 245k | 5.65 |
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