Ironwood Financial’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Ironwood Financial’s Portfolio AVSF Stock Details AVSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,375	Closed	-$69K	–	156
2021 Q3	$69K	Hold	1,375	–	–	0.02%	175
2021 Q2	$69K	Buy	1,375 +1,060	+337%	+$53K	0.02%	167
2021 Q1	$16K	Buy	+315	New	+$15.8K	0.01%	289

Other funds holding AVSF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

AAM

Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Ironwood Financial's AVSF Position: Q4 2021 in Review

Ironwood Financial sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q4 2021, closing a stake of 1,375 shares — an estimated $69K sold.

Ironwood Financial first reported a position in AVSF in Q1 2021 and held it in 3 quarters. The position peaked at $69K in Q3 2021. 17 funds tracked by Wall St. Rank hold AVSF as of Q4 2021.

Ironwood Financial reported no remaining Avantis Short-Term Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 1,375 Avantis Short-Term Fixed Income ETF shares in Q4 2021, an estimated $69K.
Ironwood Financial first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2021 and held it in 3 quarters.
Ironwood Financial's Avantis Short-Term Fixed Income ETF position peaked at $69K in Q3 2021.
17 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.