James J. Burns & Company’s Allspring Broad Market Core Bond ETF AFIX Stock Holding History

James J. Burns & Company’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	$52.3M	Buy	+2,107,718	New	+$52.4M	5.66%	3

Other funds holding AFIX

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 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

James J. Burns & Company's AFIX Position: Q2 2026 in Review

James J. Burns & Company opened a new position in Allspring Broad Market Core Bond ETF (AFIX) in Q2 2026: 2,107,718 shares worth $52.3M. The stake represents 5.66% of the portfolio and ranks #3 among its holdings.

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

James J. Burns & Company held 2,107,718 shares of Allspring Broad Market Core Bond ETF worth $52.3M as of Q2 2026.
Allspring Broad Market Core Bond ETF was a new James J. Burns & Company position in Q2 2026.
Allspring Broad Market Core Bond ETF made up 5.66% of James J. Burns & Company's portfolio in Q2 2026, its #3 holding.
13 funds tracked by Wall St. Rank held Allspring Broad Market Core Bond ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.