Benjamin Edwards Inc’s TCW Core Plus Bond ETF FIXT Stock Holding History

Benjamin Edwards Inc’s Portfolio FIXT Stock Details FIXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.3M	Sell	932,852 -30,040	-3%	-$1.13M	0.32%	86
2026 Q1	$36.5M	Buy	962,892 +15,191	+2%	+$582K	0.36%	82
2025 Q4	$36.2M	Sell	947,701 -26,246	-3%	-$1.01M	0.4%	68
2025 Q3	$37.7M	Buy	973,947 +2,736	+0.3%	+$105K	0.43%	64
2025 Q2	$37.1M	Buy	+971,211	New	+$36.9M	0.47%	65

Other funds holding FIXT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWM

SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFG

Shum Financial Group Alameda, California $166M AUM 24.44% 1-Year Est. Return

Benjamin Edwards Inc's FIXT Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its TCW Core Plus Bond ETF (FIXT) stake by 3.1% in Q2 2026, selling an estimated $1.13M and leaving 932,852 shares worth $35.3M. The position accounts for 0.32% of the portfolio, ranked #86.

Benjamin Edwards Inc first reported a position in FIXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.7M in Q3 2025. 23 funds tracked by Wall St. Rank hold FIXT as of Q2 2026.

Benjamin Edwards Inc held 932,852 shares of TCW Core Plus Bond ETF worth $35.3M as of Q2 2026.
Benjamin Edwards Inc sold 30,040 TCW Core Plus Bond ETF shares in Q2 2026, an estimated $1.13M.
TCW Core Plus Bond ETF made up 0.32% of Benjamin Edwards Inc's portfolio in Q2 2026, its #86 holding.
Benjamin Edwards Inc first reported a position in TCW Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
Benjamin Edwards Inc's TCW Core Plus Bond ETF position peaked at $37.7M in Q3 2025.
23 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.