SWM
FIXT

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
Q2 		$10M Buy
+265,257
New +$10M 1.29% 16

Other funds holding FIXT

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SFG
Shum Financial Group Alameda, California $166M AUM 24.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SilverOak Wealth Management's FIXT Position: Q2 2026 in Review

SilverOak Wealth Management opened a new position in TCW Core Plus Bond ETF (FIXT) in Q2 2026: 265,257 shares worth $10M. The stake represents 1.29% of the portfolio and ranks #16 among its holdings.

9 funds tracked by Wall St. Rank hold FIXT as of Q2 2026.

  • SilverOak Wealth Management held 265,257 shares of TCW Core Plus Bond ETF worth $10M as of Q2 2026.
  • TCW Core Plus Bond ETF was a new SilverOak Wealth Management position in Q2 2026.
  • TCW Core Plus Bond ETF made up 1.29% of SilverOak Wealth Management's portfolio in Q2 2026, its #16 holding.
  • 9 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.