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TCW Strategic Income Fund shares owned by MB Generational Wealth

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

Historical chart of MB Generational Wealth investment in TCW Strategic Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in TCW Strategic Income Fund by MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $87k 17k 5.13
2024-06-30 $80k 17k 4.74
2023-12-31 $78k 17k 4.59

More positions owned by MB Generational Wealth

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)

View all positions for MB Generational Wealth

Top funds holding TCW Strategic Income Fund

Kovitz Investment Group Partners
1607 Capital Partners
Northside Capital Management
Morgan Stanley
Raymond James & Associates
May Louie
Invesco
Wells Fargo & Company
International Assets Investment Management
Raymond James Financial Services Advisors
Riverbrige Partners
First Foundation Advisors
Advisor Group Holdings
Landscape Capital Management
HighTower Advisors

View all funds holding TCW Strategic Income Fund