SFG
FIXT

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

Shum 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 		$945K Sell
25,000
-206
-0.8% -$7.76K 0.57% 43
2026
Q1 		$955K Sell
25,206
-1,165
-4% -$44.6K 0.68% 36
2025
Q4 		$1.01M Sell
26,371
-379
-1% -$14.6K 0.73% 41
2025
Q3 		$1.03M Buy
+26,750
New +$1.02M 0.77% 38

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Shum Financial Group reduced its TCW Core Plus Bond ETF (FIXT) stake by 0.82% in Q2 2026, selling an estimated $7.76K and leaving 25,000 shares worth $945K. The position accounts for 0.57% of the portfolio, ranked #43.

Shum Financial Group first reported a position in FIXT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q3 2025. 23 funds tracked by Wall St. Rank hold FIXT as of Q2 2026.

  • Shum Financial Group held 25,000 shares of TCW Core Plus Bond ETF worth $945K as of Q2 2026.
  • Shum Financial Group sold 206 TCW Core Plus Bond ETF shares in Q2 2026, an estimated $7.76K.
  • TCW Core Plus Bond ETF made up 0.57% of Shum Financial Group's portfolio in Q2 2026, its #43 holding.
  • Shum Financial Group first reported a position in TCW Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Shum Financial Group's TCW Core Plus Bond ETF position peaked at $1.03M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.