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 Q3	$1.13M	Sell	24,778 -5,101	-17%	-$236K	0.17%	77
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

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Marrick Wealth Irvine, California $142M AUM 14.54% 1-Year Est. Return

Clune & Associates's AVSF Position: Q3 2026 in Review

Clune & Associates reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 17% in Q3 2026, selling an estimated $236K and leaving 24,778 shares worth $1.13M. The position accounts for 0.17% of the portfolio, ranked #77.

Clune & Associates first reported a position in AVSF in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q4 2025. 17 funds tracked by Wall St. Rank hold AVSF as of Q3 2026.

Clune & Associates held 24,778 shares of Avantis Short-Term Fixed Income ETF worth $1.13M as of Q3 2026.
Clune & Associates sold 5,101 Avantis Short-Term Fixed Income ETF shares in Q3 2026, an estimated $236K.
Avantis Short-Term Fixed Income ETF made up 0.17% of Clune & Associates's portfolio in Q3 2026, its #77 holding.
Clune & Associates first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Avantis Short-Term Fixed Income ETF position peaked at $1.86M in Q4 2025.
17 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.