SFS
AFIX

Stiles Financial Services’s Allspring Broad Market Core Bond ETF AFIX Stock Holding History

Stiles Financial Services’s Portfolio AFIX Stock Details AFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
50,346
+216
+0.4% +$5.37K 0.31% 77
2026
Q1 		$1.25M Buy
50,130
+12,338
+33% +$310K 0.38% 72
2025
Q4 		$948K Sell
37,792
-6,969
-16% -$176K 0.29% 87
2025
Q3 		$1.13M Buy
+44,761
New +$1.12M 0.36% 80

Other funds holding AFIX

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JJBC
James J. Burns & Company Melville, New York $924M AUM 22.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MWA
MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stiles Financial Services's AFIX Position: Q2 2026 in Review

Stiles Financial Services increased its Allspring Broad Market Core Bond ETF (AFIX) stake by 0.43% in Q2 2026, buying an estimated $5.37K and bringing the position to 50,346 shares worth $1.25M. The position accounts for 0.31% of the portfolio, ranked #77.

Stiles Financial Services first reported a position in AFIX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q1 2026. 13 funds tracked by Wall St. Rank hold AFIX as of Q2 2026.

  • Stiles Financial Services held 50,346 shares of Allspring Broad Market Core Bond ETF worth $1.25M as of Q2 2026.
  • Stiles Financial Services bought 216 Allspring Broad Market Core Bond ETF shares in Q2 2026, an estimated $5.37K.
  • Allspring Broad Market Core Bond ETF made up 0.31% of Stiles Financial Services's portfolio in Q2 2026, its #77 holding.
  • Stiles Financial Services first reported a position in Allspring Broad Market Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Stiles Financial Services's Allspring Broad Market Core Bond ETF position peaked at $1.25M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Allspring Broad Market Core Bond ETF as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.