Independent Advisor Alliance’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

Independent Advisor Alliance’s Portfolio ADFI Stock Details ADFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Sell	57,063 -1,007	-2%	-$8.56K	0.01%	674
2026 Q1	$493K	Sell	58,070 -300	-0.5%	-$2.57K	0.01%	1113
2025 Q4	$501K	Hold	58,370	–	–	0.01%	651
2025 Q3	$502K	Sell	58,370 -353	-0.6%	-$3.02K	0.01%	622
2025 Q2	$501K	Sell	58,723 -2,107	-3%	-$17.8K	0.01%	588
2025 Q1	$517K	Buy	60,830 +6,709	+12%	+$56.8K	0.02%	514
2024 Q4	$454K	Buy	+54,121	New	+$463K	0.01%	990

Other funds holding ADFI

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

JMA

J.M. Arbour Gardiner, Maine $116M AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

MWM

Mosley Wealth Management Anaheim, California $314M AUM

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

WWM

Walser Wealth Management Tampa, Florida $241M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance's ADFI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Anfield Dynamic Fixed Income ETF (ADFI) stake by 1.7% in Q2 2026, selling an estimated $8.56K and leaving 57,063 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #674.

Independent Advisor Alliance first reported a position in ADFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q1 2025. 14 funds tracked by Wall St. Rank hold ADFI as of Q2 2026.

Independent Advisor Alliance held 57,063 shares of Anfield Dynamic Fixed Income ETF worth $484K as of Q2 2026.
Independent Advisor Alliance sold 1,007 Anfield Dynamic Fixed Income ETF shares in Q2 2026, an estimated $8.56K.
Anfield Dynamic Fixed Income ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #674 holding.
Independent Advisor Alliance first reported a position in Anfield Dynamic Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's Anfield Dynamic Fixed Income ETF position peaked at $517K in Q1 2025.
14 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.