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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
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $829M AUM
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Sonoma Allocations's AFIF Position: Q2 2026 in Review

Sonoma Allocations sold out of Anfield Universal Fixed Income ETF (AFIF) in Q2 2026, closing a stake of 255,047 shares — an estimated $2.38M sold.

Sonoma Allocations first reported a position in AFIF in Q3 2025 and held it in 3 quarters. The position peaked at $4.17M in Q3 2025. 30 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

  • Sonoma Allocations reported no remaining Anfield Universal Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 255,047 Anfield Universal Fixed Income ETF shares in Q2 2026, an estimated $2.38M.
  • Sonoma Allocations first reported a position in Anfield Universal Fixed Income ETF in Q3 2025 and held it in 3 quarters.
  • Sonoma Allocations's Anfield Universal Fixed Income ETF position peaked at $4.17M in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.