SWA
FIXT

SFMG Wealth Advisors’s TCW Core Plus Bond ETF FIXT Stock Holding History

SFMG Wealth Advisors’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
2025
Q4 		– Sell
-5,599
Closed -$217K – 332
2025
Q3 		$217K Sell
5,599
-68
-1% -$2.6K 0.02% 270
2025
Q2 		$216K Buy
+5,667
New +$215K 0.02% 248

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFMG Wealth Advisors's FIXT Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of TCW Core Plus Bond ETF (FIXT) in Q4 2025, closing a stake of 5,599 shares — an estimated $217K sold.

SFMG Wealth Advisors first reported a position in FIXT in Q2 2025 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 27 funds tracked by Wall St. Rank hold FIXT as of Q4 2025.

  • SFMG Wealth Advisors reported no remaining TCW Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 5,599 TCW Core Plus Bond ETF shares in Q4 2025, an estimated $217K.
  • SFMG Wealth Advisors first reported a position in TCW Core Plus Bond ETF in Q2 2025 and held it in 2 quarters.
  • SFMG Wealth Advisors's TCW Core Plus Bond ETF position peaked at $217K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q4 2025.

Based on SFMG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.