TIA
ADFI

TCFG Investment Advisors’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

TCFG Investment Advisors’s Portfolio ADFI Stock Details ADFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$176K Sell
20,680
-463
-2% -$3.94K 0.06% 288
2026
Q1 		$180K Buy
+21,143
New +$181K 0.07% 264

Other funds holding ADFI

AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

TCFG Investment Advisors's ADFI Position: Q2 2026 in Review

TCFG Investment Advisors reduced its Anfield Dynamic Fixed Income ETF (ADFI) stake by 2.2% in Q2 2026, selling an estimated $3.94K and leaving 20,680 shares worth $176K. The position accounts for 0.06% of the portfolio, ranked #288.

TCFG Investment Advisors first reported a position in ADFI in Q1 2026 and has held it in 2 quarters since. The position peaked at $180K in Q1 2026. 5 funds tracked by Wall St. Rank hold ADFI as of Q2 2026.

  • TCFG Investment Advisors held 20,680 shares of Anfield Dynamic Fixed Income ETF worth $176K as of Q2 2026.
  • TCFG Investment Advisors sold 463 Anfield Dynamic Fixed Income ETF shares in Q2 2026, an estimated $3.94K.
  • Anfield Dynamic Fixed Income ETF made up 0.06% of TCFG Investment Advisors's portfolio in Q2 2026, its #288 holding.
  • TCFG Investment Advisors first reported a position in Anfield Dynamic Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • TCFG Investment Advisors's Anfield Dynamic Fixed Income ETF position peaked at $180K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.