Foundations Investment Advisors’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$42M Sell
2025
Q2
$44.2M Sell
2025
Q1
$45.7M Buy
2024
Q4
$42.9M Buy
2024
Q3
$43.4M Buy
2024
Q2
$39.5M Buy
2024
Q1
$25.4M Buy
2023
Q4
$22M Buy
2023
Q3
$18.8M Buy
2023
Q2
$16.9M Buy
2023
Q1
$13.1M Buy
2022
Q4
$10.8M Buy
2022
Q3
$9.54M Buy
2022
Q2
$8.2M Buy
2022
Q1
$7.87M Buy
2021
Q4
$7.51M Buy
2021
Q3
$7.48M Buy
2021
Q2
$7.41M Sell
2021
Q1
$7.42M Buy