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Approach Retirement Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Approach Retirement Advisors’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.16M Buy
46,438
+1,034
+2% +$48.2K 1.57% 16
2026
Q1 		$2.12M Buy
45,404
+113
+0.2% +$5.32K 1.77% 15
2025
Q4 		$2.13M Buy
+45,291
New +$2.13M 1.84% 13

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $214M AUM 21.54% 1-Year Est. Return
FJWM
Ferguson Johnson Wealth Management Rockville, Maryland $137M AUM
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Approach Retirement Advisors's AVSF Position: Q2 2026 in Review

Approach Retirement Advisors increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 2.3% in Q2 2026, buying an estimated $48.2K and bringing the position to 46,438 shares worth $2.16M. The position accounts for 1.57% of the portfolio, ranked #16.

Approach Retirement Advisors first reported a position in AVSF in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Approach Retirement Advisors held 46,438 shares of Avantis Short-Term Fixed Income ETF worth $2.16M as of Q2 2026.
  • Approach Retirement Advisors bought 1,034 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $48.2K.
  • Avantis Short-Term Fixed Income ETF made up 1.57% of Approach Retirement Advisors's portfolio in Q2 2026, its #16 holding.
  • Approach Retirement Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.