MFG
FIXT

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

Merit Financial Group’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 		$357K Buy
+9,443
New +$356K ﹤0.01% 1710
2026
Q1 		– Sell
-50,158
Closed -$1.92M – 2214
2025
Q4 		$1.92M Buy
50,158
+1,068
+2% +$41.2K 0.02% 663
2025
Q3 		$1.9M Buy
49,090
+523
+1% +$20K 0.02% 594
2025
Q2 		$1.86M Buy
+48,567
New +$1.84M 0.02% 555

Other funds holding FIXT

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SFG
Shum Financial Group Alameda, California $166M AUM 24.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Merit Financial Group's FIXT Position: Q2 2026 in Review

Merit Financial Group opened a new position in TCW Core Plus Bond ETF (FIXT) in Q2 2026: 9,443 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #1710 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in FIXT as recently as Q4 2025.

Merit Financial Group first reported a position in FIXT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q4 2025. 7 funds tracked by Wall St. Rank hold FIXT as of Q2 2026.

  • Merit Financial Group held 9,443 shares of TCW Core Plus Bond ETF worth $357K as of Q2 2026.
  • TCW Core Plus Bond ETF was a new Merit Financial Group position in Q2 2026.
  • TCW Core Plus Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1710 holding.
  • Merit Financial Group first reported a position in TCW Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Merit Financial Group's TCW Core Plus Bond ETF position peaked at $1.92M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.