Morgan Stanley
FIXT

Morgan Stanley’s TCW Core Plus Bond ETF FIXT Stock Holding History

Morgan Stanley’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 		$82.4M Sell
2,173,550
-39,059
-2% -$1.5M 0.01% 1610
2025
Q4 		$84.6M Buy
2,212,609
+78,846
+4% +$3.04M 0.01% 1593
2025
Q3 		$82.5M Sell
2,133,763
-181,940
-8% -$6.96M 0.01% 1574
2025
Q2 		$88.5M Buy
+2,315,703
New +$87.9M 0.01% 1422

Other funds holding FIXT

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley's FIXT Position: Q1 2026 in Review

Morgan Stanley reduced its TCW Core Plus Bond ETF (FIXT) stake by 1.8% in Q1 2026, selling an estimated $1.5M and leaving 2,173,550 shares worth $82.4M. The position accounts for 0.01% of the portfolio, ranked #1610.

Morgan Stanley first reported a position in FIXT in Q2 2025 and has held it in 4 quarters since. The position peaked at $88.5M in Q2 2025. 27 funds tracked by Wall St. Rank hold FIXT as of Q1 2026.

  • Morgan Stanley held 2,173,550 shares of TCW Core Plus Bond ETF worth $82.4M as of Q1 2026.
  • Morgan Stanley sold 39,059 TCW Core Plus Bond ETF shares in Q1 2026, an estimated $1.5M.
  • TCW Core Plus Bond ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1610 holding.
  • Morgan Stanley first reported a position in TCW Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Morgan Stanley's TCW Core Plus Bond ETF position peaked at $88.5M in Q2 2025.
  • 27 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.