SIS
AVSF icon

Sound Income Strategies’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Sound Income Strategies’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
2024
Q1 		– Sell
-1,220
Closed -$56.6K – 1359
2023
Q4 		$56.6K Buy
+1,220
New +$55.8K ﹤0.01% 380

Other funds holding AVSF

VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sound Income Strategies's AVSF Position: Q1 2024 in Review

Sound Income Strategies sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q1 2024, closing a stake of 1,220 shares — an estimated $56.6K sold.

Sound Income Strategies first reported a position in AVSF in Q4 2023 and held it in 1 quarter. The position peaked at $56.6K in Q4 2023. 51 funds tracked by Wall St. Rank hold AVSF as of Q1 2024.

  • Sound Income Strategies reported no remaining Avantis Short-Term Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Sound Income Strategies sold 1,220 Avantis Short-Term Fixed Income ETF shares in Q1 2024, an estimated $56.6K.
  • Sound Income Strategies first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2023 and held it in 1 quarter.
  • Sound Income Strategies's Avantis Short-Term Fixed Income ETF position peaked at $56.6K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2024.

Based on Sound Income Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.