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Strategic Blueprint’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Strategic Blueprint’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
2026
Q1 		$7.66M Buy
163,583
+3,811
+2% +$179K 0.45% 60
2025
Q4 		$7.52M Buy
159,772
+11,404
+8% +$537K 0.44% 56
2025
Q3 		$7.01M Buy
148,368
+5,368
+4% +$252K 0.31% 86
2025
Q2 		$6.73M Buy
143,000
+11,447
+9% +$534K 0.33% 81
2025
Q1 		$6.15M Buy
131,553
+3,149
+2% +$146K 0.34% 76
2024
Q4 		$5.92M Buy
128,404
+6,284
+5% +$292K 0.35% 73
2024
Q3 		$5.76M Sell
122,120
-1,845
-1% -$86.1K 0.36% 70
2024
Q2 		$5.72M Buy
123,965
+1,653
+1% +$76K 0.39% 61
2024
Q1 		$5.66M Buy
122,312
+2,123
+2% +$98.2K 0.4% 58
2023
Q4 		$5.58M Buy
120,189
+1,914
+2% +$87.5K 0.46% 53
2023
Q3 		$5.39M Buy
118,275
+264
+0.2% +$12.1K 0.5% 47
2023
Q2 		$5.41M Sell
118,011
-1,816
-2% -$83.7K 0.52% 44
2023
Q1 		$5.55M Buy
119,827
+486
+0.4% +$22.4K 0.57% 41
2022
Q4 		$5.47M Buy
119,341
+6,236
+6% +$285K 0.63% 29
2022
Q3 		$5.16M Buy
113,105
+1,700
+2% +$79.3K 0.62% 34
2022
Q2 		$5.21M Buy
111,405
+25,160
+29% +$1.18M 0.64% 30
2022
Q1 		$4.1M Buy
86,245
+81,635
+1,771% +$3.96M 0.48% 48
2021
Q4 		$228K Buy
+4,610
New +$228K 0.03% 439

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Strategic Blueprint's AVSF Position: Q1 2026 in Review

Strategic Blueprint increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 2.4% in Q1 2026, buying an estimated $179K and bringing the position to 163,583 shares worth $7.66M. The position accounts for 0.45% of the portfolio, ranked #60.

Strategic Blueprint first reported a position in AVSF in Q4 2021 and has held it in 18 quarters since. 110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

  • Strategic Blueprint held 163,583 shares of Avantis Short-Term Fixed Income ETF worth $7.66M as of Q1 2026.
  • Strategic Blueprint bought 3,811 Avantis Short-Term Fixed Income ETF shares in Q1 2026, an estimated $179K.
  • Avantis Short-Term Fixed Income ETF made up 0.45% of Strategic Blueprint's portfolio in Q1 2026, its #60 holding.
  • Strategic Blueprint first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
  • 110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.