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
Q2 		$1.09M Sell
28,918
-3,720
-11% -$140K ﹤0.01% 4355
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 $1.89T 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
SFG
Shum Financial Group Alameda, California $166M AUM 24.44% 1-Year Est. Return

LPL Financial's FIXT Position: Q2 2026 in Review

LPL Financial reduced its TCW Core Plus Bond ETF (FIXT) stake by 11% in Q2 2026, selling an estimated $140K and leaving 28,918 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #4355.

LPL Financial first reported a position in FIXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2025. 23 funds tracked by Wall St. Rank hold FIXT as of Q2 2026.

  • LPL Financial held 28,918 shares of TCW Core Plus Bond ETF worth $1.09M as of Q2 2026.
  • LPL Financial sold 3,720 TCW Core Plus Bond ETF shares in Q2 2026, an estimated $140K.
  • TCW Core Plus Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4355 holding.
  • LPL Financial first reported a position in TCW Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's TCW Core Plus Bond ETF position peaked at $1.31M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.