UBS Group
FIXT

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

UBS 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 		– Sell
-123
Closed -$4.66K – 11450
2026
Q1 		$4.66K Sell
123
-253
-67% -$9.69K ﹤0.01% 8902
2025
Q4 		$14.4K Sell
376
-987
-72% -$38.1K ﹤0.01% 8010
2025
Q3 		$52.7K Sell
1,363
-2,421
-64% -$92.6K ﹤0.01% 7527
2025
Q2 		$145K Buy
+3,784
New +$144K ﹤0.01% 6947

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 22.9% 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

UBS Group's FIXT Position: Q2 2026 in Review

UBS Group sold out of TCW Core Plus Bond ETF (FIXT) in Q2 2026, closing a stake of 123 shares — an estimated $4.66K sold.

UBS Group first reported a position in FIXT in Q2 2025 and held it in 4 quarters. The position peaked at $145K in Q2 2025. 23 funds tracked by Wall St. Rank hold FIXT as of Q2 2026.

  • UBS Group reported no remaining TCW Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 123 TCW Core Plus Bond ETF shares in Q2 2026, an estimated $4.66K.
  • UBS Group first reported a position in TCW Core Plus Bond ETF in Q2 2025 and held it in 4 quarters.
  • UBS Group's TCW Core Plus Bond ETF position peaked at $145K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.