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Bridge Advisory’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Bridge Advisory’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
2024
Q3 		$506K Buy
10,743
+117
+1% +$5.46K 0.24% 70
2024
Q2 		$491K Buy
10,626
+1,749
+20% +$80.5K 0.24% 72
2024
Q1 		$411K Buy
8,877
+61
+0.7% +$2.82K 0.2% 75
2023
Q4 		$409K Sell
8,816
-796
-8% -$36.4K 0.21% 79
2023
Q3 		$438K Buy
9,612
+94
+1% +$4.29K 0.15% 99
2023
Q2 		$436K Hold
9,518
– – 0.16% 93
2023
Q1 		$441K Buy
9,518
+36
+0.4% +$1.66K 0.17% 87
2022
Q4 		$435K Buy
+9,482
New +$434K 0.18% 85

Other funds holding AVSF

VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $197M AUM 19.92% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Bridge Advisory's AVSF Position: Q3 2024 in Review

Bridge Advisory increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 1.1% in Q3 2024, buying an estimated $5.46K and bringing the position to 10,743 shares worth $506K. The position accounts for 0.24% of the portfolio, ranked #70.

Bridge Advisory first reported a position in AVSF in Q4 2022 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold AVSF as of Q3 2024.

  • Bridge Advisory held 10,743 shares of Avantis Short-Term Fixed Income ETF worth $506K as of Q3 2024.
  • Bridge Advisory bought 117 Avantis Short-Term Fixed Income ETF shares in Q3 2024, an estimated $5.46K.
  • Avantis Short-Term Fixed Income ETF made up 0.24% of Bridge Advisory's portfolio in Q3 2024, its #70 holding.
  • Bridge Advisory first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2022 and has held it in 8 quarters since.
  • 53 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.