TCW Metwest TTL RTRN BND-IMWTIX
13F holders, Q1 2024 (March 31)3holders
$9.03avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding TCW Metwest TTL RTRN BND-I (MWTIX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($92K), Financial Gravity Asset Management, Inc. ($8K) and Tucker Asset Management LLC ($3K).
- Company
- TCW Metwest TTL RTRN BND-I
- Filed as
- METROPOLITAN WEST TOTAL (Q1 2024)
- CUSIP
- 592905509
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $92K |
| Exits | 0 | $0 |
Ownership 3 holders
| Encompass Wealth Advisors, LLC | 0.02% | New | 10,161 | $92K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 857 | $8K |
| Tucker Asset Management LLC | 0.00% | Add +1.1% | 286 | $3K |
"% of holder's portfolio" is MWTIX's weight in each manager's 13F, not the share of TCW Metwest TTL RTRN BND-I the manager owns.