MWM
AVSF icon

McMill Wealth Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

McMill Wealth Management’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
2026
Q2 		$2.69M Buy
57,867
+7,289
+14% +$340K 0.65% 22
2026
Q1 		$2.37M Buy
50,578
+3,182
+7% +$150K 0.63% 25
2025
Q4 		$2.23M Buy
47,396
+12,501
+36% +$589K 0.63% 25
2025
Q3 		$1.65M Buy
34,895
+3,819
+12% +$180K 0.47% 27
2025
Q2 		$1.46M Buy
31,076
+7,485
+32% +$349K 0.48% 28
2025
Q1 		$1.1M Buy
23,591
+3,966
+20% +$184K 0.4% 29
2024
Q4 		$905K Buy
+19,625
New +$912K 0.37% 32

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

McMill Wealth Management's AVSF Position: Q2 2026 in Review

McMill Wealth Management increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 14% in Q2 2026, buying an estimated $340K and bringing the position to 57,867 shares worth $2.69M. The position accounts for 0.65% of the portfolio, ranked #22.

McMill Wealth Management first reported a position in AVSF in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • McMill Wealth Management held 57,867 shares of Avantis Short-Term Fixed Income ETF worth $2.69M as of Q2 2026.
  • McMill Wealth Management bought 7,289 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $340K.
  • Avantis Short-Term Fixed Income ETF made up 0.65% of McMill Wealth Management's portfolio in Q2 2026, its #22 holding.
  • McMill Wealth Management first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.