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Bullock Wealth Management’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

Bullock Wealth Management’s Portfolio FXED Stock Details FXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,330
Closed -$115K – 588
2024
Q4 		$115K Sell
6,330
-1,009
-14% -$19K 0.07% 192
2024
Q3 		$141K Buy
7,339
+35
+0.5% +$658 0.08% 171
2024
Q2 		$134K Buy
+7,304
New +$134K 0.09% 166

Other funds holding FXED

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.16B AUM 11.51% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bullock Wealth Management's FXED Position: Q1 2025 in Review

Bullock Wealth Management sold out of Sound Enhanced Fixed Income ETF (FXED) in Q1 2025, closing a stake of 6,330 shares — an estimated $115K sold.

Bullock Wealth Management first reported a position in FXED in Q2 2024 and held it in 3 quarters. The position peaked at $141K in Q3 2024. 10 funds tracked by Wall St. Rank hold FXED as of Q1 2025.

  • Bullock Wealth Management reported no remaining Sound Enhanced Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 6,330 Sound Enhanced Fixed Income ETF shares in Q1 2025, an estimated $115K.
  • Bullock Wealth Management first reported a position in Sound Enhanced Fixed Income ETF in Q2 2024 and held it in 3 quarters.
  • Bullock Wealth Management's Sound Enhanced Fixed Income ETF position peaked at $141K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.