GFA
FIXT

Godfrey Financial Associates’s TCW Core Plus Bond ETF FIXT Stock Holding History

Godfrey Financial Associates’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 		$47.1K Hold
1,247
– – 0.04% 254
2026
Q1 		$47.2K Hold
1,247
– – 0.04% 242
2025
Q4 		$47.7K Buy
+1,247
New +$48.1K 0.04% 222

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
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Godfrey Financial Associates's FIXT Position: Q2 2026 in Review

Godfrey Financial Associates held its TCW Core Plus Bond ETF (FIXT) position steady in Q2 2026 at 1,247 shares worth $47.1K. The position accounts for 0.04% of the portfolio, ranked #254.

Godfrey Financial Associates first reported a position in FIXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.7K in Q4 2025. 23 funds tracked by Wall St. Rank hold FIXT as of Q2 2026.

  • Godfrey Financial Associates held 1,247 shares of TCW Core Plus Bond ETF worth $47.1K as of Q2 2026.
  • Godfrey Financial Associates left its TCW Core Plus Bond ETF share count unchanged in Q2 2026.
  • TCW Core Plus Bond ETF made up 0.04% of Godfrey Financial Associates's portfolio in Q2 2026, its #254 holding.
  • Godfrey Financial Associates first reported a position in TCW Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's TCW Core Plus Bond ETF position peaked at $47.7K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.