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Clune & Associates’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Clune & Associates’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 		$1.39M Sell
29,879
-6,057
-17% -$283K 0.21% 71
2026
Q1 		$1.68M Sell
35,936
-3,570
-9% -$168K 0.32% 68
2025
Q4 		$1.86M Buy
39,506
+4,485
+13% +$211K 0.4% 63
2025
Q3 		$1.65M Buy
35,021
+2,142
+7% +$101K 0.41% 64
2025
Q2 		$1.55M Buy
32,879
+1,421
+5% +$66.3K 0.42% 63
2025
Q1 		$1.47M Buy
31,458
+558
+2% +$25.9K 0.45% 61
2024
Q4 		$1.43M Buy
+30,900
New +$1.44M 0.47% 59

Other funds holding AVSF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ARA
Approach Retirement Advisors Vestavia, Alabama $138M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MW
Marrick Wealth Irvine, California $141M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AC
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

Clune & Associates's AVSF Position: Q2 2026 in Review

Clune & Associates reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 17% in Q2 2026, selling an estimated $283K and leaving 29,879 shares worth $1.39M. The position accounts for 0.21% of the portfolio, ranked #71.

Clune & Associates first reported a position in AVSF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2025. 15 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Clune & Associates held 29,879 shares of Avantis Short-Term Fixed Income ETF worth $1.39M as of Q2 2026.
  • Clune & Associates sold 6,057 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $283K.
  • Avantis Short-Term Fixed Income ETF made up 0.21% of Clune & Associates's portfolio in Q2 2026, its #71 holding.
  • Clune & Associates first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Avantis Short-Term Fixed Income ETF position peaked at $1.86M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.