LPL Financial
FIXT

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

LPL Financial’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 		$1.24M Sell
32,638
-1,534
-4% -$58.7K ﹤0.01% 3984
2025
Q4 		$1.31M Buy
34,172
+5,334
+18% +$206K ﹤0.01% 3803
2025
Q3 		$1.12M Sell
28,838
-195
-0.7% -$7.46K ﹤0.01% 3891
2025
Q2 		$1.11M Buy
+29,033
New +$1.1M ﹤0.01% 3659

Other funds holding FIXT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial's FIXT Position: Q1 2026 in Review

LPL Financial reduced its TCW Core Plus Bond ETF (FIXT) stake by 4.5% in Q1 2026, selling an estimated $58.7K and leaving 32,638 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3984.

LPL Financial first reported a position in FIXT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2025. 27 funds tracked by Wall St. Rank hold FIXT as of Q1 2026.

  • LPL Financial held 32,638 shares of TCW Core Plus Bond ETF worth $1.24M as of Q1 2026.
  • LPL Financial sold 1,534 TCW Core Plus Bond ETF shares in Q1 2026, an estimated $58.7K.
  • TCW Core Plus Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3984 holding.
  • LPL Financial first reported a position in TCW Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's TCW Core Plus Bond ETF position peaked at $1.31M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.