Osaic Holdings
FIXT

Osaic Holdings’s TCW Core Plus Bond ETF FIXT Stock Holding History

Osaic Holdings’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 		$3.36M Buy
88,654
+17,414
+24% +$667K ﹤0.01% 1645
2025
Q4 		$2.72M Buy
71,240
+6,860
+11% +$264K ﹤0.01% 1830
2025
Q3 		$2.48M Buy
64,380
+9,258
+17% +$354K ﹤0.01% 1997
2025
Q2 		$2.11M Buy
+55,122
New +$2.09M ﹤0.01% 1860

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
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

Osaic Holdings's FIXT Position: Q1 2026 in Review

Osaic Holdings increased its TCW Core Plus Bond ETF (FIXT) stake by 24% in Q1 2026, buying an estimated $667K and bringing the position to 88,654 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Osaic Holdings first reported a position in FIXT in Q2 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold FIXT as of Q1 2026.

  • Osaic Holdings held 88,654 shares of TCW Core Plus Bond ETF worth $3.36M as of Q1 2026.
  • Osaic Holdings bought 17,414 TCW Core Plus Bond ETF shares in Q1 2026, an estimated $667K.
  • TCW Core Plus Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1645 holding.
  • Osaic Holdings first reported a position in TCW Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.