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Shum Financial Group, Inc.

Position in FIXT — TCW Core Plus Bond ETF

CIK 2044675 ALAMEDA, CA

Position in FIXT

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$955,004
-$52,895 QoQ
Shares Held
25,206
-4.4% QoQ
Ownership
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FIXT Over Time

Shares Held

Position Value (USD)

All Filings in FIXT

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $955,004 25,206
2025-12-31 $1,007,899 26,371
2025-09-30 $1,034,395 26,750