TWM
ADFI

TCFG Wealth Management’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

TCFG Wealth Management’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
Q1 		$180K Sell
21,143
-582
-3% -$4.99K 0.07% 264
2025
Q4 		$187K Sell
21,725
-613
-3% -$5.28K 0.07% 261
2025
Q3 		$192K Buy
22,338
+1,645
+8% +$14.1K 0.08% 251
2025
Q2 		$176K Buy
+20,693
New +$175K 0.08% 249

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
MWM
Mosley Wealth Management Anaheim, California $221M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
WWM
Walser Wealth Management Tampa, Florida $241M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCFG Wealth Management's ADFI Position: Q1 2026 in Review

TCFG Wealth Management reduced its Anfield Dynamic Fixed Income ETF (ADFI) stake by 2.7% in Q1 2026, selling an estimated $4.99K and leaving 21,143 shares worth $180K. The position accounts for 0.07% of the portfolio, ranked #264.

TCFG Wealth Management first reported a position in ADFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $192K in Q3 2025. 15 funds tracked by Wall St. Rank hold ADFI as of Q1 2026.

  • TCFG Wealth Management held 21,143 shares of Anfield Dynamic Fixed Income ETF worth $180K as of Q1 2026.
  • TCFG Wealth Management sold 582 Anfield Dynamic Fixed Income ETF shares in Q1 2026, an estimated $4.99K.
  • Anfield Dynamic Fixed Income ETF made up 0.07% of TCFG Wealth Management's portfolio in Q1 2026, its #264 holding.
  • TCFG Wealth Management first reported a position in Anfield Dynamic Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • TCFG Wealth Management's Anfield Dynamic Fixed Income ETF position peaked at $192K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.