TCW Flexible Income ETF·Financial Services

Brookwood Investment Group LLC lowered its position in TCW Flexible Income ETF (NYSEARCA:FLXR) by 48.5% during the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 223,732 shares of the company's stock after selling 210,541 shares during the quarter. TCW Flexible Income

Federal Reserve rates remain elevated, so high-quality, short-term bonds continue to offer strong dividend yields. FLXR focuses on these securities, with a diversified portfolio including most major bond sub-asset classes, and with a 5.7% dividend yield. FLXR combines above-average dividends and returns with below-average risk and volatility. Risk-adjusted returns are outstanding, some of the best in the market.

Family Manage LLC bought 393,313 shares in FLXR Quarter-end FLXR position value rose by $15.58 million, reflecting stake establishment and price moves Transaction represents a 1.97% increase in Family Manage LLC's reported 13F AUM Post-trade holding: 393,313 shares valued at $15.58 million as of December 31, 2025 FLXR is not among Family Manage LLC's top five holdings by position size
Beacon Financial bought 259,835 shares of FLXR in the fourth quarter. The firm's quarter-end position value increased by approximately $10 million following the purchase.

BlueStem Wealth Partners LLC raised its holdings in shares of TCW Flexible Income ETF (NYSEARCA:FLXR) by 17.1% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 394,823 shares of the company's stock after buying an additional 57,682 shares

BlueStem sold 115,449 shares of FLXR in the fourth quarter. The quarter-end position value fell by $4.6 million, reflecting both sales and price changes.
The Fund seeks a high level of current income with a secondary objective of long-term capital appreciation.
Financial Services
Asset Management
2024-06-24
0.72