Jones Financial Companies’s TCW Core Plus Bond ETF FIXT Stock Holding History

Jones Financial Companies’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	$20K	Buy	+529	New	+$19.9K	﹤0.01%	3498

Other funds holding FIXT

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 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

Jones Financial Companies's FIXT Position: Q2 2026 in Review

Jones Financial Companies opened a new position in TCW Core Plus Bond ETF (FIXT) in Q2 2026: 529 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #3498 among its holdings.

23 funds tracked by Wall St. Rank hold FIXT as of Q2 2026.

Jones Financial Companies held 529 shares of TCW Core Plus Bond ETF worth $20K as of Q2 2026.
TCW Core Plus Bond ETF was a new Jones Financial Companies position in Q2 2026.
TCW Core Plus Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3498 holding.
23 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.