Shum Financial Group
FIXT icon

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
Q3 		$889K Sell
24,749
-251
-1% -$9.31K 0.51% 49
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

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Raymond James Financial
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LPL Financial
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United Capital Financial Advisors
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Cambridge Investment Research Advisors
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Shum Financial Group's FIXT Position: Q3 2026 in Review

Shum Financial Group reduced its TCW Core Plus Bond ETF (FIXT) stake by 1% in Q3 2026, selling an estimated $9.31K and leaving 24,749 shares worth $889K. The position accounts for 0.51% of the portfolio, ranked #49.

Shum Financial Group first reported a position in FIXT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2025. 21 funds tracked by Wall St. Rank hold FIXT as of Q3 2026.

  • Shum Financial Group held 24,749 shares of TCW Core Plus Bond ETF worth $889K as of Q3 2026.
  • Shum Financial Group sold 251 TCW Core Plus Bond ETF shares in Q3 2026, an estimated $9.31K.
  • TCW Core Plus Bond ETF made up 0.51% of Shum Financial Group's portfolio in Q3 2026, its #49 holding.
  • Shum Financial Group first reported a position in TCW Core Plus Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Shum Financial Group's TCW Core Plus Bond ETF position peaked at $1.03M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q3 2026.

Based on Shum Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.