Holistic Planning’s Allspring Broad Market Core Bond ETF AFIX Stock Holding History

Holistic Planning’s Portfolio AFIX Stock Details AFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.38M	Buy	+136,289	New	+$3.39M	0.53%	42

Other funds holding AFIX

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JJBC

James J. Burns & Company Melville, New York $924M AUM 22.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

MWM

MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

SFS

Stiles Financial Services Edina, Minnesota $398M AUM 55.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Holistic Planning's AFIX Position: Q2 2026 in Review

Holistic Planning opened a new position in Allspring Broad Market Core Bond ETF (AFIX) in Q2 2026: 136,289 shares worth $3.38M. The stake represents 0.53% of the portfolio and ranks #42 among its holdings.

13 funds tracked by Wall St. Rank hold AFIX as of Q2 2026.

Holistic Planning held 136,289 shares of Allspring Broad Market Core Bond ETF worth $3.38M as of Q2 2026.
Allspring Broad Market Core Bond ETF was a new Holistic Planning position in Q2 2026.
Allspring Broad Market Core Bond ETF made up 0.53% of Holistic Planning's portfolio in Q2 2026, its #42 holding.
13 funds tracked by Wall St. Rank held Allspring Broad Market Core Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.