TCW Metwest TTL RTRN BND-IMWTIX

13F holders, Q3 2024 (September 30)
2holders −2
0new positions
2sold out
$9.33avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding TCW Metwest TTL RTRN BND-I (MWTIX) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Encompass Wealth Advisors, LLC ($95K) and Tucker Asset Management LLC ($35K).

Company
TCW Metwest TTL RTRN BND-I
CUSIP
592905509
Latest filing quarter
Q1 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 1Q1 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits2$413K

All 13F filers, Q2 2024 → Q3 2024: 3,425 shares bought and 46,393 shares sold, net −42,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Encompass Wealth Advisors, LLC 0.02% No change 10,161 $95K
Tucker Asset Management LLC 0.01% Add +1185.1% 3,714 $35K

"% 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.