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Fermata Advisors’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Fermata Advisors’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
2025
Q3 		– Sell
-90,862
Closed -$846K – 213
2025
Q2 		$846K Sell
90,862
-681,181
-88% -$6.28M 0.23% 99
2025
Q1 		$7.11M Buy
+772,043
New +$7.11M 1.29% 20

Other funds holding AFIF

FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Fermata Advisors's AFIF Position: Q3 2025 in Review

Fermata Advisors sold out of Anfield Universal Fixed Income ETF (AFIF) in Q3 2025, closing a stake of 90,862 shares — an estimated $846K sold.

Fermata Advisors first reported a position in AFIF in Q1 2025 and held it in 2 quarters. The position peaked at $7.11M in Q1 2025. 25 funds tracked by Wall St. Rank hold AFIF as of Q3 2025.

  • Fermata Advisors reported no remaining Anfield Universal Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Fermata Advisors sold 90,862 Anfield Universal Fixed Income ETF shares in Q3 2025, an estimated $846K.
  • Fermata Advisors first reported a position in Anfield Universal Fixed Income ETF in Q1 2025 and held it in 2 quarters.
  • Fermata Advisors's Anfield Universal Fixed Income ETF position peaked at $7.11M in Q1 2025.
  • 25 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2025.

Based on Fermata Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.