Beaird Harris Wealth Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Beaird Harris Wealth Management’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	$158K	Hold	3,402	–	–	0.01%	162
2026 Q1	$159K	Sell	3,402 -225	-6%	-$10.6K	0.01%	145
2025 Q4	$171K	Hold	3,627	–	–	0.01%	143
2025 Q3	$171K	Buy	3,627 +225	+7%	+$10.6K	0.01%	139
2025 Q2	$160K	Hold	3,402	–	–	0.01%	141
2025 Q1	$159K	Buy	3,402 +425	+14%	+$19.7K	0.01%	135
2024 Q4	$137K	Hold	2,977	–	–	0.01%	145
2024 Q3	$140K	Hold	2,977	–	–	0.01%	154
2024 Q2	$137K	Sell	2,977 -3,446	-54%	-$159K	0.01%	145
2024 Q1	$297K	Hold	6,423	–	–	0.03%	95
2023 Q4	$298K	Buy	+6,423	New	+$294K	0.03%	86

Other funds holding AVSF

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ARA

Approach Retirement Advisors Vestavia, Alabama $138M AUM

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

Beaird Harris Wealth Management's AVSF Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Avantis Short-Term Fixed Income ETF (AVSF) position steady in Q2 2026 at 3,402 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #162.

Beaird Harris Wealth Management first reported a position in AVSF in Q4 2023 and has held it in 11 quarters since. The position peaked at $298K in Q4 2023. 13 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Beaird Harris Wealth Management held 3,402 shares of Avantis Short-Term Fixed Income ETF worth $158K as of Q2 2026.
Beaird Harris Wealth Management left its Avantis Short-Term Fixed Income ETF share count unchanged in Q2 2026.
Avantis Short-Term Fixed Income ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #162 holding.
Beaird Harris Wealth Management first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Beaird Harris Wealth Management's Avantis Short-Term Fixed Income ETF position peaked at $298K in Q4 2023.
13 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.