TCW Metwest TTL RTRN BND-IMWTIX
13F holders, Q2 2024 (June 30)4holders +1
2new positions
1sold out
$8.91avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding TCW Metwest TTL RTRN BND-I (MWTIX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Atlas Wealth LLC ($288K), ORG Partners LLC ($125K) and Encompass Wealth Advisors, LLC ($91K).
- Company
- TCW Metwest TTL RTRN BND-I
- Filed as
- METROPOLITAN WEST TOTAL (Q2 2024)
- CUSIP
- 592905509
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $413K |
| Exits | 1 | $8K |
All 13F filers, Q1 2024 → Q2 2024: 46,396 shares bought and 857 shares sold, net +45,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Atlas Wealth LLC | 0.05% | New | 32,239 | $288K |
| ORG Partners LLC | 0.02% | New | 14,154 | $125K |
| Encompass Wealth Advisors, LLC | 0.02% | No change | 10,161 | $91K |
| Tucker Asset Management LLC | 0.00% | Add +1.1% | 289 | $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.