JMA
ADFI

J.M. Arbour’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

J.M. Arbour’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 		$1.49M Buy
175,271
+5,477
+3% +$46.9K 1.43% 19
2025
Q4 		$1.46M Buy
+169,794
New +$1.46M 1.45% 20

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
MWM
Mosley Wealth Management Anaheim, California $221M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
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

J.M. Arbour's ADFI Position: Q1 2026 in Review

J.M. Arbour increased its Anfield Dynamic Fixed Income ETF (ADFI) stake by 3.2% in Q1 2026, buying an estimated $46.9K and bringing the position to 175,271 shares worth $1.49M. The position accounts for 1.43% of the portfolio, ranked #19.

J.M. Arbour first reported a position in ADFI in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold ADFI as of Q1 2026.

  • J.M. Arbour held 175,271 shares of Anfield Dynamic Fixed Income ETF worth $1.49M as of Q1 2026.
  • J.M. Arbour bought 5,477 Anfield Dynamic Fixed Income ETF shares in Q1 2026, an estimated $46.9K.
  • Anfield Dynamic Fixed Income ETF made up 1.43% of J.M. Arbour's portfolio in Q1 2026, its #19 holding.
  • J.M. Arbour first reported a position in Anfield Dynamic Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.