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AVSF icon

Oceanside Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Oceanside Advisors’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 		$219K Sell
4,705
-116
-2% -$5.41K 0.11% 57
2026
Q1 		$226K Hold
4,821
– – 0.13% 49
2025
Q4 		$227K Sell
4,821
-143
-3% -$6.74K 0.14% 47
2025
Q3 		$234K Buy
4,964
+197
+4% +$9.26K 0.15% 44
2025
Q2 		$224K Sell
4,767
-313
-6% -$14.6K 0.15% 44
2025
Q1 		$237K Sell
5,080
-380
-7% -$17.6K 0.17% 41
2024
Q4 		$252K Buy
5,460
+205
+4% +$9.53K 0.19% 45
2024
Q3 		$248K Sell
5,255
-548
-9% -$25.6K 0.18% 44
2024
Q2 		$268K Sell
5,803
-106
-2% -$4.88K 0.22% 40
2024
Q1 		$273K Sell
5,909
-1,013
-15% -$46.9K 0.23% 38
2023
Q4 		$321K Buy
+6,922
New +$317K 0.28% 36

Other funds holding AVSF

VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $214M AUM 21.54% 1-Year Est. Return
FJWM
Ferguson Johnson Wealth Management Rockville, Maryland $137M AUM
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Oceanside Advisors's AVSF Position: Q2 2026 in Review

Oceanside Advisors reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 2.4% in Q2 2026, selling an estimated $5.41K and leaving 4,705 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #57.

Oceanside Advisors first reported a position in AVSF in Q4 2023 and has held it in 11 quarters since. The position peaked at $321K in Q4 2023. 41 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Oceanside Advisors held 4,705 shares of Avantis Short-Term Fixed Income ETF worth $219K as of Q2 2026.
  • Oceanside Advisors sold 116 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $5.41K.
  • Avantis Short-Term Fixed Income ETF made up 0.11% of Oceanside Advisors's portfolio in Q2 2026, its #57 holding.
  • Oceanside Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Oceanside Advisors's Avantis Short-Term Fixed Income ETF position peaked at $321K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.