Sonoma Allocations’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Sonoma Allocations’s Portfolio AFIF Stock Details AFIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-255,047	Closed	-$2.38M	–	120
2026 Q1	$2.38M	Sell	255,047 -32,196	-11%	-$303K	0.82%	22
2025 Q4	$2.71M	Sell	287,243 -156,543	-35%	-$1.48M	0.9%	21
2025 Q3	$4.17M	Buy	+443,786	New	+$4.15M	1.52%	15

Other funds holding AFIF

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return