SilverOak Wealth Management’s TCW Core Plus Bond ETF FIXT Stock Holding History

SilverOak Wealth Management’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	$19.2M	Buy	533,126 +267,869	+101%	+$9.9M	2.28%	13
2026 Q2	$10M	Buy	+265,257	New	+$10M	1.29%	16

Other funds holding FIXT

Shum Financial Group Alameda, California $174M AUM 19.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SilverOak Wealth Management's FIXT Position: Q3 2026 in Review

SilverOak Wealth Management increased its TCW Core Plus Bond ETF (FIXT) stake by 101% in Q3 2026, buying an estimated $9.9M and bringing the position to 533,126 shares worth $19.2M. The position accounts for 2.28% of the portfolio, ranked #13.

SilverOak Wealth Management first reported a position in FIXT in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold FIXT as of Q3 2026.

SilverOak Wealth Management held 533,126 shares of TCW Core Plus Bond ETF worth $19.2M as of Q3 2026.
SilverOak Wealth Management bought 267,869 TCW Core Plus Bond ETF shares in Q3 2026, an estimated $9.9M.
TCW Core Plus Bond ETF made up 2.28% of SilverOak Wealth Management's portfolio in Q3 2026, its #13 holding.
SilverOak Wealth Management first reported a position in TCW Core Plus Bond ETF in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q3 2026.

Based on SilverOak Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.