Carson Wealth (CWM LLC)
FIXT

Carson Wealth (CWM LLC)’s TCW Core Plus Bond ETF FIXT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$174K Buy
4,592
+43
+0.9% +$1.65K ﹤0.01% 2842
2025
Q4 		$174K Buy
4,549
+303
+7% +$11.7K ﹤0.01% 2683
2025
Q3 		$164K Buy
4,246
+175
+4% +$6.69K ﹤0.01% 2599
2025
Q2 		$156K Buy
+4,071
New +$155K ﹤0.01% 2382

Other funds holding FIXT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
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

Carson Wealth (CWM LLC)'s FIXT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TCW Core Plus Bond ETF (FIXT) stake by 0.95% in Q1 2026, buying an estimated $1.65K and bringing the position to 4,592 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

Carson Wealth (CWM LLC) first reported a position in FIXT in Q2 2025 and has held it in 4 quarters since. The position peaked at $174K in Q4 2025. 27 funds tracked by Wall St. Rank hold FIXT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,592 shares of TCW Core Plus Bond ETF worth $174K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 43 TCW Core Plus Bond ETF shares in Q1 2026, an estimated $1.65K.
  • TCW Core Plus Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2842 holding.
  • Carson Wealth (CWM LLC) first reported a position in TCW Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s TCW Core Plus Bond ETF position peaked at $174K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.