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

Shira Ridge 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
2023
Q1 		– Sell
-6,734
Closed -$309K – 64
2022
Q4 		$309K Buy
+6,734
New +$308K 0.21% 55

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FPAS
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IAN
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Shira Ridge Wealth Management's AVSF Position: Q1 2023 in Review

Shira Ridge Wealth Management sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q1 2023, closing a stake of 6,734 shares — an estimated $309K sold.

Shira Ridge Wealth Management first reported a position in AVSF in Q4 2022 and held it in 1 quarter. The position peaked at $309K in Q4 2022. 38 funds tracked by Wall St. Rank hold AVSF as of Q1 2023.

  • Shira Ridge Wealth Management reported no remaining Avantis Short-Term Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 6,734 Avantis Short-Term Fixed Income ETF shares in Q1 2023, an estimated $309K.
  • Shira Ridge Wealth Management first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2022 and held it in 1 quarter.
  • Shira Ridge Wealth Management's Avantis Short-Term Fixed Income ETF position peaked at $309K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2023.

Based on Shira Ridge Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.