DWM
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Darwin Wealth Management’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Darwin Wealth Management’s Portfolio AFIF Stock Details AFIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6M Buy
1,441,393
+34,144
+2% +$321K 3.71% 4
2026
Q1 		$13.1M Buy
1,407,249
+128,383
+10% +$1.21M 4.08% 2
2025
Q4 		$12M Buy
1,278,866
+22,600
+2% +$213K 3.74% 3
2025
Q3 		$11.8M Buy
1,256,266
+13,032
+1% +$122K 3.75% 5
2025
Q2 		$11.6M Sell
1,243,234
-96,594
-7% -$891K 4.01% 3
2025
Q1 		$12.3M Hold
1,339,828
– – 4.12% 1
2024
Q4 		$12.3M Sell
1,339,828
-225,245
-14% -$2.07M 4.12% 1
2024
Q3 		$14.4M Sell
1,565,073
-50,348
-3% -$462K 3.96% 1
2024
Q2 		$14.7M Sell
1,615,421
-61,039
-4% -$556K 7.3% 1
2024
Q1 		$15.3M Sell
1,676,460
-86,664
-5% -$788K 4.25% 1
2023
Q4 		$15.9M Sell
1,763,124
-160,142
-8% -$1.43M 4.28% 2
2023
Q3 		$17.1M Sell
1,923,266
-78,490
-4% -$697K 4.61% 2
2023
Q2 		$17.7M Sell
2,001,756
-32,492
-2% -$286K 4.54% 2
2023
Q1 		$17.9M Sell
2,034,248
-72,633
-3% -$641K 4.86% 2
2022
Q4 		$18.6M Sell
2,106,881
-149,341
-7% -$1.3M 4.81% 2
2022
Q3 		$19.5M Sell
2,256,222
-204,696
-8% -$1.82M 4.87% 2
2022
Q2 		$21.9M Sell
2,460,918
-53,707
-2% -$487K 4.42% 3
2022
Q1 		$23.2M Sell
2,514,625
-129,148
-5% -$1.21M 3.81% 5
2021
Q4 		$25.1M Sell
2,643,773
-60,645
-2% -$582K 3.96% 5
2021
Q3 		$26M Sell
2,704,418
-28,565
-1% -$277K 4.16% 5
2021
Q2 		$26.6M Buy
2,732,983
+563,137
+26% +$5.47M 4.32% 4
2021
Q1 		$21.1M Buy
2,169,846
+1,137,494
+110% +$11.1M 3.68% 5
2020
Q4 		$10.1M Buy
1,032,352
+1,016,622
+6,463% +$9.96M 1.9% 12
2020
Q3 		$154K Buy
+15,730
New +$155K 0.03% 150

Other funds holding AFIF

WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Darwin Wealth Management's AFIF Position: Q2 2026 in Review

Darwin Wealth Management increased its Anfield Universal Fixed Income ETF (AFIF) stake by 2.4% in Q2 2026, buying an estimated $321K and bringing the position to 1,441,393 shares worth $13.6M. The position accounts for 3.71% of the portfolio, ranked #4.

Darwin Wealth Management first reported a position in AFIF in Q3 2020 and has held it in 24 quarters since. The position peaked at $26.6M in Q2 2021. 8 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

  • Darwin Wealth Management held 1,441,393 shares of Anfield Universal Fixed Income ETF worth $13.6M as of Q2 2026.
  • Darwin Wealth Management bought 34,144 Anfield Universal Fixed Income ETF shares in Q2 2026, an estimated $321K.
  • Anfield Universal Fixed Income ETF made up 3.71% of Darwin Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Darwin Wealth Management first reported a position in Anfield Universal Fixed Income ETF in Q3 2020 and has held it in 24 quarters since.
  • Darwin Wealth Management's Anfield Universal Fixed Income ETF position peaked at $26.6M in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.