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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

SFG

Shum Financial Group Alameda, California $166M AUM 24.44% 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.

23 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.
23 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.