IAA
ADFI

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
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 $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
MWM
Mosley Wealth Management Anaheim, California $221M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's ADFI Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Anfield Dynamic Fixed Income ETF (ADFI) stake by 0.51% in Q1 2026, selling an estimated $2.57K and leaving 58,070 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #1113.

Independent Advisor Alliance first reported a position in ADFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $517K in Q1 2025. 15 funds tracked by Wall St. Rank hold ADFI as of Q1 2026.

  • Independent Advisor Alliance held 58,070 shares of Anfield Dynamic Fixed Income ETF worth $493K as of Q1 2026.
  • Independent Advisor Alliance sold 300 Anfield Dynamic Fixed Income ETF shares in Q1 2026, an estimated $2.57K.
  • Anfield Dynamic Fixed Income ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1113 holding.
  • Independent Advisor Alliance first reported a position in Anfield Dynamic Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Anfield Dynamic Fixed Income ETF position peaked at $517K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.